Trust Officer
SHR LLC
Job Description
Job Description
Trust and Wealth Advisor
This position is responsible for developing new trust and investment management business for the bank, primarily focusing on the wealthy and affluent market segment. In addition, the individual will be responsible for overseeing the administrative aspects of all accounts assigned, with particular emphasis where the bank serves in a fiduciary capacity. There may be supervision duties by managing one or more Trust and Wealth Associate in the day-to-day activities associated with this position. In addition, interaction with the Portfolio Managers and Compliance Manager to ensure each client account meets compliance standards of excellence will also be a key component of this job.
EDUCATION &/OR EXPERIENCE
· Bachelor’s degree or equivalent experience
· Experience in financial and/or estate planning, along with trust administration
· Knowledge of financial markets is preferred
· Graduation from trust school and obtaining CTFA certification is a plus
· At least five years experience in the same or similar capacity
Vacancy posted 9 days ago
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