Senior Trust Officer
Our client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients.
They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level. My client wants someone who works well with others and understands the true meaning of a partnership. This is a salaried position plus bonus along with other unique benefits. Education is important to them, and they want someone that has achieved a JD or earned one of the following: CTFA, CFP, ATFA, CIMA, CFP, AIF, or other relevant industry designations are highly preferred. No FINRA licensing needed or used.
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