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Trust Officer

Position ID: KF/VAtrustofficer
Location: Danville VA

Trust Officer

 

Our client is a well-established community bank with a long heritage of community service, more than 20 branches in two states and nearly $2B in assets. The bank’s trust team works well with all business lines and consists of credentialed and industry-savvy individuals dedicated to superior relationship building and customer service.

 

Due to a promotion, the bank seeks to replace a senior trust officer who will inherit and grow an existing book of business while being a trusted advisor to its clients. The Trust Officer will be an experienced administrator and will also leverage internal and external relationships to grow the existing book. Internal and bank-wide resources are experienced and willing to help here!

 

The role reports to the President of Wealth/Trust who has a long and distinguished history in the trust business. The company offers a flat reporting structure, local decision-making capability, great work/life balance and the resources needed to remain competitive in the market place. 

 

The bank offers a competitive salary with an excellent incentive compensation program combined with outstanding benefits and continuous training and development opportunities.

 

The desired candidate will have:

  • Five or more years’ experience in trust administration and/or relationship management
  • CTFA or CFP (with estate planning experience) is a plus
  • Strong knowledge of administering multiple types of trust accounts (revocable/irrevocable,IRA’s, charitable and foundation trusts. Some ILETS)
  • Energetic personality and team player with good presentation skills

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

 

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code KF/VAtrustofficer in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code KF/VAtrustofficer 

 

NO CALLS PLEASE

 

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