What are the responsibilities and job description for the Senior Trust Officer position at Westport One?
Senior Trust Officer
Our client is looking for a client service focused and experienced trust officer who is effective at building relationships with clients, building relationships internally within a small trust and wealth management team, partnering up with the retail bank, and with centers of influence in the market.
They need someone that has at least 6 years of trust administration experience, along with experience with settling some estates, managing client relationships, and who has investment management knowledge. They take a team based approach working alongside the team and looking for opportunities to bring in trust, IRA's, agency accounts, investment management accounts, and much more. They pay a competitive salary, bonus, profit sharing, and other great benefits. CTFA, CFP, or higher education or experience is required. They do not require FINRA licensing, but they will provide you that training in order to receive additional compensation benefits. They will relocate for this excellent opportunity.
If you are a great team player, with a fiduciary background, whose personable with a good understanding of customer service, such as responsiveness/communication and understands the banking environment, and has a great appreciation for community, then please apply now!
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/SrtrustofficerOK in the subject line.
- NO CALLS PLEASE
