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Trust Officer

Position ID: JMS/3cityTrust
Location: Atlanta GA
Chattanooga TN
Mooresville NC

Trust Officer

Our client is comprised of a Trust Company, Insurance Agency and Registered Investment Advisor that is in a dynamic growth phase. They serve thousands of plaintiffs and their attorneys manage and administer to over a billion dollars in client assets. The company is also recognized as partners and leading client advocates by the American Association for Justice and many State Trial Lawyer Associations.

 

They are looking for a Trust Officer to:

  • Provide fiduciary administration for all aspects of assigned accounts, including Personal Trust, Estate Planning, Charitable Trusts, Special Needs Trust and other assigned accounts.
  • Service high net worth to ultra-high net worth clients in a client facing position, handling each account from open to close.
  • It is a NON-BUSINESS DEVELOPMENT POSITION!

 

The desired candidate will possess:

  • Strong knowledge and experience with Personal, Charitable, and Special Needs Trust, and Estate Planning
  • JD 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/3cityTrust in the subject line.

 

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

 

NO CALLS PLEASE


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