AbileneRecruiter
the smart solution for Abilene jobs

Personal Trust Officer

Company: Job Juncture
Location: Abilene
Posted on: February 10, 2019

Job Description:

As Personal Trust Officer, your duties will include: 

  • Act as a trusted advisor with clients regarding their financial and retirement planning
  • Administer a variety of trust and investment management accounts.
  • Work with clients to recommend the appropriate asset allocation and communicate investment philosophy to clients.  
  • Grow current book through expanding existing relationships and networking in the community and with Centers of Influence. No cold calling.

    Our client, a very stable and profitable institution, seeks to hire a Personal Trust Officer.    This is a great company with a great reputation. They are a customer focused bank with low employee turnover.  The position is open due to a promotion.
    • Stability; bank has been around a long time and plans on being around for a long time.
    • In addition to base salary, trust officer is eligible for profit-sharing, stock options in future, and 401(k) “someone can accumulate a lot of wealth”
    • Low employee turnover
    • Large enough to offer a variety of products; “offer big-bank services without sacrificing the personal relationships and small-town focus that sets us apart.”
    • Position is open because someone transferred internally.  He had only een with the company three years and is now going to manage.
    • Team culture, collaborative - helping each other with clients and on new business.
    • Abilene – low cost of living; six institutions of higher learning; no state income tax; lots of outdoor activities; warm climate; city population @ 115,000; MSA population @ 170,000.Requirements:As Personal Trust Officer, you will have the following:
      • Experience interpreting and administering trust accounts including special needs trust, estates, revocable/irrevocable trusts, and IRA’s.
      • Some experience assisting clients with their financial planning as a trust advisor
      • Experience working with clients to determine investment objectives and determining the correct model portfolio.
      • The ability to understand and communicate investments to clients. 
      • Must be able to build rapport with clients 
      • Must be detail oriented
      • Must display critical thinking in problem solving

        Keywords: Job Juncture, Abilene , Personal Trust Officer, Other , Abilene, Texas

        Click here to apply!

        Didn't find what you're looking for? Search again!

        I'm looking for
        in category
        within


Other Other Jobs


Part Time Demonstration & Sampling
Description: Event Specialist Part Time Sales Are you outgoing, friendly and enjoy meeting new people Our part time Event Specialist jobs are fun and exciting and could be a great fit for you Join our winning team (more...)
Company: Advantage Solutions
Location: San Angelo
Posted on: 02/14/2019

Established Virtual Call Center Hiring Appointment Setters
Description: TeleReach Corporate is a national telephone-marketing firm engaged exclusively in outbound business to business calls. We offer a unique opportunity with an excellent earning
Company: TeleReach Corporate
Location: Abilene
Posted on: 02/14/2019

Part Time Demonstration & Sampling
Description: Event Specialist Part Time Sales Are you outgoing, friendly and enjoy meeting new people Our part time Event Specialist jobs are fun and exciting and could be a great fit for you Join our winning team (more...)
Company: Advantage Solutions
Location: Abilene
Posted on: 02/19/2019


Work At Home Cruise Line Reservationist
Description: Reservation Sales Agent / Cruise Line Reservationist We are committed to our mission: Through excellence, we create once-in-a-lifetime experiences, every time. Our cruise lines mission guides our business (more...)
Company: Mommy Jobs Online
Location: San Angelo
Posted on: 02/15/2019

91E Machinist
Description: When a Soldier needs a part made or repaired right away, they look to Machinists for assistance. Army National Guard Machinists utilize their knowledge, skills, and expertise to repair broken parts, modify (more...)
Company: Army National Guard
Location: Abilene
Posted on: 02/17/2019

Sitter Wanted - Look For A Babysitter For 4 Kids Part Time
Description: Job Description: br I hope you are having a good day. I am hiring a baby sitter available in San Angelo,
Company: Sitter
Location: San Angelo
Posted on: 02/16/2019

HOT TRAN$FER LEAD$ sent to your phone LIVE! BIG BUCK$! No travel!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees. We ELIMINATE their fees entirely This can save your business owner
Company: Colorado Protection, LLC - zipCCfees
Location: Abilene
Posted on: 02/14/2019

Field Safety Specialist
Description: Job Title: Field Safety Specialist FLSA Status: Non-Exempt Department: HSEQ Location: Various Reports to: HSE Supervisor Job Summary: Field Safety Specialists provide well site and shop/yard leadership (more...)
Company: US Well Services, LLC
Location: San Angelo
Posted on: 02/17/2019

Work From Home-Create A Balance Today!
Description: Leading National Benefits Company. We are actively seeking ambitious individuals to work from home as Benefits Consultant. No experience is required. No traveling is involved. Full online training is (more...)
Company: AmeriPlan
Location: Abilene
Posted on: 02/15/2019

92F Petroleum Supply Specialist
Description: Fuel is one of the most vital components of the Army National Guard. It's what keeps Soldiers pushing onward, and as a Petroleum Supply Specialist, you'll make sure they'll never run out. In this position, (more...)
Company: Army National Guard
Location: Abilene
Posted on: 02/17/2019

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Abilene RSS job feeds