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Personal Trust Officer

Company: Job Juncture
Location: Abilene
Posted on: February 11, 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

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