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Trust Officer

Position ID: KF/MItrust
Location: Monroe MI

Trust Officer

 

Our client is a community bank with a big mission and great reputation. Continuing its long heritage as a strong contributor to the communities it serves, the bank has more than $1B in assets and branches in two states.

 

Along with full-serving banking, a complete range of Wealth Management and Trust services are offered along with a national award-winning employee outreach program serving its communities.

 

The company seeks an experienced Trust Officer to manage and grow an existing book of assets among HNW clients ($1mm+) in a holistic wealth management environment. As the face of trust for a small team, the TO will be adept at managing trusts, estate settlement, IRA and agency accounts (50% of the time) while expanding new business and retaining existing clients (50% of the time).

 

Management is dedicated to providing superior support, professional development, a  family-friendly atmosphere with excellent work-life balance and offices located next to Lake Erie and the best golf courses. Detroit and its popular music, shopping and nightlife are a short drive away.

 

The Trust Officer will have:

*A strong background in fiduciary trust administration and business development

*A CTFA or JD (strongly desired); with a minimum of a bachelor's degree

*Strong knowledge in estate settlement and risk/compliance

*Strong presentation skills and the ability to work in a team environment

 

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/MItrust in the subject line.

 

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

 

NO CALLS PLEASE

 

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