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Trust Administrator

Position ID: JMS/NC/TN/TrustAdmin
Location: Charlotte NC
Chattanooga TN

Trust Administrator

 

Our client is a Trust Company that has grown over $350 mm in the past two years and is expected to continue rapid growth. They were established to work nationally with estate planning, elder law and trial attorneys, trustees, settlement planners, business owners, law firms, plaintiffs and individuals who need more than just basic planning. The culture is truly one that is collaborative and client centric.

 

They are looking for a Trust Administrator to provide fiduciary administration for all aspects of assigned accounts, including special needs, personal trust, custody, agency, IRA and other assigned accounts. The administrator will service high net worth to ultra high net worth clients and be in a client facing role working with other team members.

 

The desired candidate will possess:

  • Strong knowledge of special needs and personal trust
  • JDand or CTFA designations a plus
  • Minimum education of a Bachelor’s Degree

 

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 JMS/NC/TN/TrustAdmin in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/NC/TN/TrustAdmin 

 

NO CALLS PLEASE

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