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Trust Administrator

Position ID: JMS/SDtrustadmin
Location: Sioux Falls SD

Trust Administrator

 

Our client is a well-established bank with over $3.0 billion in assets under management and 75 years of history. They are continuing to grow and are on course to be at $5.0 billion in assets under management within 3 to 5 years. The culture is very client focused and believe in doing what is best for their clients.

 

They are looking for a Trust Officer to maintain and continue developing 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 desired candidate will possess:

  • 5+ years of hands on trust administration experience and directed trust
  • 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
  • JDorCTFA 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 code JMS/SDtrustadmin in the subject line.

 

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

 

NO CALLS PLEASE

 

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