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Personal Trust Team Manager

Position ID: JMS/TXTrustTeam
Location: Longview TX

Personal Trust Team Manager

Our client is a well-established bank with over 45 years of history and $2 billion in AUM that is continuing to expand their footprint throughout the East Texas market.

 

They are looking for a Personal Trust Team Manager to:

  • Be responsible for all personal trust activities. Develop, supervise and coordinates the procedures, policies, and programs of the personal trust department.
  • Ensure that highest fiduciary standards are met/followed to mitigate risk/losses for the organization.
  • Develop and train staff to provide a high, quality service to trust clientele.
  • Execute the management and administration of all personal trust activities including the administration of trusts and estates, guardianships and agency accounts, cash management services and IRAs.
  • Exhibit strong internal leadership and be accountable for effective internal communication and direction within the Estate and Personal Trust Group.
  • Participate in the marketing and sales effort of the Trust and Investments Division.
  • Administer the more complex and complicated accounts or relationships.
  • Assign estates and personal trust accounts among the administrators.
  • Work with and maintain sound, positive relationships with area professionals (CPAs, attorneys, insurance agents, and other agents), trust staff and bank staff.

 

Other Requirements:

  • CTFA, JD, and/or CFP
  • College degree in business or accounting with 10 years’ experience in a trust and investment field required.

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/TXTrustTeam in the subject line.

 

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

 

NO CALLS PLEASE

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