What are the responsibilities and job description for the Trust & Wealth Management Officer position at HILLTOP NATIONAL BANK?
Job Summary:
Hilltop Bank’s Trust & Wealth Management Department is a full-service Trust department. Officers are responsible for the administration of Revocable and Irrevocable Trusts, Estates, Conservatorships, Investment Management Accounts and IRAs.
Primary Duties/Responsibilities:
- Attract, grow, and retain a portfolio of trust relationships
- Personal trust and estate administration
- Investment management
- Facilitate client meetings and presentations
- Compliance with state and federal regulations and department and bank policies
- Provide opportunities for relationship building by involving oneself in civic and community organizations and industry related groups
Qualifications:
- Excellent client relationship skills
- 3 years of Trust Administration and/or Estate Administration experience or Bachelor’s degree in related field with less than three years Trust/Wealth Management experience
- CTFA or other related certification desired
- High level of accuracy, detail oriented
- Proficiency with Microsoft Word, Excel
This is a Full-Time Position
Hilltop Bank is an EEO Employer
No established salary range
