Accounting Jobs, Audit Jobs, Tax Jobs
Search Jobs Job Alerts Find Recruiters Post Your Resume Job Success Stories
accounting job search, audit job search, tax job search

Preview Accounting, Audit & Tax Jobs

Local and Nationwide Job Opportunities
for your accounting job search, audit job search or tax job search

Job Details

Personal Trust Officer

| More


 
JOB DESCRIPTION
Job #: 15552
Status: Inactive / Filled
Title: Personal Trust Officer
Job Location: GA-Atlanta
Southeast (AL, FL, GA, LA, MS, NC, SC & TN)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Personal Trust; Wealth Management - Private Banking
Industries: None
Base Compensation:
Low: $90,000       High: $150,000
Total Compensation:
Low: $150,000       High: $220,000
Benefits: Excellent
Overnight Travel: Up to 25%
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
An established Trust Service provider who happens to be one of the best capitalized financial services providers in the country. No product of the day widget selling, simply traditional Trust services!
 
Job Description:
Oversee personal trust relationships and create new prospect relationships through external business development and cultivating internal bank referrals. • Tasked with the daily administration and management of assigned personal trust accounts. • Prepare and organize internal reports related to administrative and investment reviews, among others. Frequently present this information to bank leadership. • Take part in business development activities, including the solicitation and acquisition of new fiduciary business relationships. Proactive business development and marketing activities to include participation in professional organizations and civic entities. • Travel within local market area to meet with clients and prospect for new clients. • Make effective presentations. • Correspond, communicate, and meet with clients. • Interact daily with clients and COIs. • Establish relationships with fellow employees to maximize business development potential. • Cultivate and maintain strong client relationships. • Supervise Executive Assistant and additional support staff
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: • Active CFTA certification preferred • MBA Preferred • Bachelor’s degree in business, finance, or accounting or equivalent combination of work experience and education • Minimum seven (7) years experience as a Personal Trust Officer or Trust Administrator Please note: Candidates with incomplete profiles will not be reviewed
 
Preferred Qualifications: Traditional bank Trust Officer experience.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 5-6+
 
Years of Experience in Present Position: 5-6+
 
First Name:
Last Name:
E-mail Address:

 

This is a REAL job we're looking to fill RIGHT NOW!  If you feel you're qualified, please complete our free registration and apply online today!

 

Remember, the recruiters in our network often have additional jobs they are working to fill that are not posted in our databse. When you register you can introduce yourself to our recruiters and make yourself available for these other, non publicized, positions!

 

SUBMIT YOUR FREE PROFILE NOW -->

 

 

 Want to See MORE Jobs?

 

Accounting Jobs

 

Terms & Conditions and Privacy Statement