What are the responsibilities and job description for the Trust Officer position at ECG Resources, Inc.?
Strategic, growth-driven Trust Company in Louisville, Kentucky is expanding its team and actively seeking an experienced Trust Officer. Great opportunity to manage a book of business with 30-40 high-net-worth families / households, with strong advancement potential.
- Assume responsibility for a portfolio of 30-40 families / households, ensuring high-quality service and client satisfaction.
- Actively collaborate as a key member of the service team, engaging directly with clients to address their trust and fiduciary needs.
- Support the Senior Trust Officer in fiduciary decision-making and overseeing trust administration functions.
- Review and interpret trust documents, providing guidance on procedures for disbursements and other trust accounting transactions.
- JD or CTFA is a plus
- 5 years of experience
Relocation Assistance Available
