Jobs

Please review our current opportunities from all of our industry experts.  Jobs are updated frequently, so check back often.


Search By Keyword and Job Location

Trust Administrator - MN

Position ID: JMS/MNtrustadmin
Location: Saint Paul MN

Trust Administrator

 

Our client is a very strong financial firm with over $50 billion in Assets Under Management. They are very stable with over 100 years of history and look to grow employees and expand careers.

 

They are looking for a Senior Trust Officer to take over an existing book of 150 personal trust relationships, close to $200 mmAUM. This person will meet with key clients to maintain relationships and provide trust and estate planning advise. They will need to handle the account administration and service to the clients, externally develop a strong COI in the market and maintain those relationships.

 

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
  • 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/MNtrustadmin in the subject line.

 

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

 

NO CALLS PLEASE

back to top