What are the responsibilities and job description for the Trust Officer 1 position at Herbein HR Consulting?
Trust Officer
Available : February 2025
The Trust Officer is an opening with a community bank in Bloomsburg PA. This person will have the opportunity to gain experience in analysis legal and trust administration investment monitoring and client relationships. Candidates should have a Bachelors degree and 1 years of experience in a banking or legal environment.
Trust Officer Responsibilities
- Provide trust services to bank customers including estates guardianships personal trusts and corporate trusts
- Perform administration responsibilities for assigned estate and trust accounts
- Perform analysis of assigned trust accounts and prepare reports determining cash requirements and tax consequences
- Communicate with clients attorneys heirs to determine the needs and interests of each
- Monitor cash and investments of trust accounts
- Initiate buy / sell orders monitor cash and accounts research stocks bonds and securities to recommend best ways to meet trust objectives
- Review portfolios and recommend investment changes to management
Trust Officer Requirements
Compensation will range to $72000 profit sharing & 6% 401k match
Salary : $72,000
