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Trust Officer

Position ID: JMS/NVvegastrust
Location: Las Vegas NV

Trust Officer

 

Our client is a financially strong and prestigious bank that has immediate brand awareness and is not over sized for the market. They are a publicly traded bank that has been around for over 100 years and has over $1.4 billion in Nevada wealth assets and $5.6 billion in total bank assets. The average tenure in this department is over 10 years.

 

They are looking for a Trust Officer to develop and maintain a book of high net worth business, meet with key clients to maintain relationships and provide trust, estate, and wealth planning advice. They will need to handle the account administration and service to the clients, develop relationships internally to gain referrals, externally develop a strong COI in the market, and invest themselves within the community.

 

The leadership of this bank is very dedicated to client service, retention, and continuing to grow. The culture is very collaborative and client centric with a long tenure of employment.

 

The desired candidate will possess:

  • 5+ years of hands on trust administration experience
  • Strong understanding of Trust & Estate Planning
  • Have a track record of successful growth and retention
  • Can manage and communicate with multi-generational clients
  • Demonstrate heavy involvement in the community
  • JD, CTFA, CPA, CFP desired

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 codeJMS/NVvegastrust in the subject line.

 

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

 

NO CALLS PLEASE

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