Senior Trust Officer
Veritas Partners
Our client, a financial services firm in the DC metro area, is currently seeking a Senior Trust Officer to join their team. The Trust Officer will administer fiduciary and investment accounts for wealthy individuals and participate in business development efforts. Responsibilities Administer fiduciary and investment accounts Accounts include trust under will, court order, or foundation accounts Provide liaison between portfolio management team and client Assist in the filing of fiduciary income tax returns File annual court accountings and respond to inquiries from the various Commissioners of Accounts Research and solve more complex account problems Assist in development of new business Qualifications Bachelor's degree is required CTFA is preferred Over five years of experience in trust administration Investment and portfolio management knowledge #J-18808-Ljbffr Veritas Partners
Vacancy posted 5 days ago
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