Ability to build and work with Excel spreadsheets, including using formulas. Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four ...
Ability to build and work with Excel spreadsheets, including using formulas. Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred. Four ...
Trust Officer
Nashville, TN · On-site
The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong ...
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Trust Officer
Nashville, TN · On-site
The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong ...
Trust Officer
Brentwood, TN · On-site
You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support ...
Trust Officer
Brentwood, TN · On-site
You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support ...
Trust Officer
Birmingham, AL · On-site
The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong ...
Quick apply
Trust Officer
Birmingham, AL · On-site
The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong ...
Description Are you looking for a place to use your communication skills to build long term client ... Crews Bank & Trust is seeking a Trust Officer for our Trust & Wealth Management division to work in ...
Description Are you looking for a place to use your communication skills to build long term client ... Crews Bank & Trust is seeking a Trust Officer for our Trust & Wealth Management division to work in ...
Client Advisor
Greenwich, CT · On-site
$100K - $150K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Client Advisor
Greenwich, CT · On-site
$100K - $150K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Trust Officer
Las Vegas, NV · On-site
Build multi-generational relationships with members to retain assets held in a trust; * Maintain awareness of emerging products and services and new developments in the industry; * Keep current on ...
Trust Officer
Las Vegas, NV · On-site
Build multi-generational relationships with members to retain assets held in a trust; * Maintain awareness of emerging products and services and new developments in the industry; * Keep current on ...
Trust Officer
Greenfield, IN · On-site
Build and maintain relationships with clients, beneficiaries, and center of influence advisors such as CPA's and Attorney's. * Conduct regular meetings to update clients on trust performance and ...
Trust Officer
Greenfield, IN · On-site
Build and maintain relationships with clients, beneficiaries, and center of influence advisors such as CPA's and Attorney's. * Conduct regular meetings to update clients on trust performance and ...
The individual will work closely with a Senior Trust Officer to develop necessary skills and ... Ability to build and work with Excel spreadsheets, including using formulas.
The individual will work closely with a Senior Trust Officer to develop necessary skills and ... Ability to build and work with Excel spreadsheets, including using formulas.
Client Advisor
Manhattan, NY · On-site
$100K - $150K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Client Advisor
Manhattan, NY · On-site
$100K - $150K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Trust Officer
San Antonio, TX · On-site
The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong ...
Quick apply
Trust Officer
San Antonio, TX · On-site
The Trust Officer is expected to build and maintain a network of centers of influence and take a proactive approach to client communication and service coordination. This position requires strong ...
Client Advisor
Seattle, WA · On-site
$125K - $175K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Client Advisor
Seattle, WA · On-site
$125K - $175K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Trust Advisor
Sioux City, IA · On-site
Help Clients Protect What Matters Most-And Build a Career That Does Too At Security National Bank ... TRUST ADVISOR Our Wealth Management team goes beyond managing assets-we help individuals and ...
Trust Advisor
Sioux City, IA · On-site
Help Clients Protect What Matters Most-And Build a Career That Does Too At Security National Bank ... TRUST ADVISOR Our Wealth Management team goes beyond managing assets-we help individuals and ...
Client Advisor
Manhattan, NY · On-site
$100K - $150K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Client Advisor
Manhattan, NY · On-site
$100K - $150K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Help Clients Protect What Matters Most--And Build a Career That Does Too At Security National Bank ... TRUST ADVISOR Our Wealth Management team goes beyond managing assets--we help individuals and ...
Help Clients Protect What Matters Most--And Build a Career That Does Too At Security National Bank ... TRUST ADVISOR Our Wealth Management team goes beyond managing assets--we help individuals and ...
Trust Officer
$111K - $177K/yr
In this role, you will build and maintain relationships throughout our firm, while working in a collaborative manner. "I am the person Capital Group is looking for." * You have a passion for trust ...
Trust Officer
$111K - $177K/yr
In this role, you will build and maintain relationships throughout our firm, while working in a collaborative manner. "I am the person Capital Group is looking for." * You have a passion for trust ...
Trust Officer
Reno, NV · On-site
$111K - $177K/yr
In this role, you will build and maintain relationships throughout our firm, while working in a collaborative manner. "I am the person Capital Group is looking for." * You have a passion for trust ...
Trust Officer
Reno, NV · On-site
$111K - $177K/yr
In this role, you will build and maintain relationships throughout our firm, while working in a collaborative manner. "I am the person Capital Group is looking for." * You have a passion for trust ...
Client Advisor
San Francisco, CA · On-site
$135K - $185K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
Client Advisor
San Francisco, CA · On-site
$135K - $185K/yr
Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums. * Other duties and responsibilities as assigned.
If you are looking to build on a strong foundation of trust administration with an established Delaware trust company, please introduce yourself by submitting your resume. Key responsibilities ...
If you are looking to build on a strong foundation of trust administration with an established Delaware trust company, please introduce yourself by submitting your resume. Key responsibilities ...
Trust; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/30 ... You will build and maintain strong client relationships through direct engagement and partnership ...
Trust; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/30 ... You will build and maintain strong client relationships through direct engagement and partnership ...
Trust Builder information
See salary details
$9.86 - $11.91
0% of jobs
$11.91 - $13.96
3% of jobs
$13.96 - $16.02
21% of jobs
$16.09 is the 25th percentile. Wages below this are outliers.
$16.02 - $18.07
23% of jobs
The median wage is $18.44 / hr.
$18.07 - $20.13
15% of jobs
$20.13 - $22.18
12% of jobs
$22.61 is the 75th percentile. Wages above this are outliers.
$22.18 - $24.24
6% of jobs
$24.24 - $26.29
6% of jobs
$26.29 - $28.34
6% of jobs
$28.34 - $30.40
3% of jobs
$30.40 - $32.45
4% of jobs
$9
$20
$32
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Full-time
Posted 10 days ago
WesBanco rating
7.4
Based on 14 frontline employees who took The Breakroom Quiz
92nd of 142 rated banks
Job description
Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Administers a book of straightforward Trust and Investment Agency accounts. Works with Senor Trust Officer for more complex deals.
Handles daily duties such as account activity, fulfilling client requests, and periodic account reviews.
Develops an understanding of investment strategy and their application within client portfolios.
Develops an understanding of estate planning techniques using Wills and Trusts and their appropriate use within client relationships.
Maintains an understanding of Trust regulations and policy and procedures. Keeps up to date with all applicable regulations. Continues to develop knowledge and attend training programs.
Engages in problem solving for client issues and determining solutions to meet the customer's needs.
Handles routine bill payment and remittance set up for trust clients.
Reviews Overdraft Report and coordinates maintenance with Trust Officer.
Maintains Trust Accounting System items.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Ability to interact effectively across all levels of the organization, including senior management, other departments and vendors.
Ability to accurately follow instructions, multi-task, listen attentively.
Detail oriented with good organizational skills.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Able to work independently and meet communicated deadlines.
Excellent verbal, written and presentation skills with the ability to define and solve problems.
Team player with a positive outlook.
Interpersonal skills with co-workers, supervisors and clients.
Ability to read and interpret documents.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Must possess basic math skills and understand basic math methodologies used in budgeting, accounting and various calculations.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Proficiency with Microsoft Office products such a Word, Excel and Outlook.
Ability to build and work with Excel spreadsheets, including using formulas.
Minimum of one year experience related to Trust, Wealth Management Operations, or other financial services preferred.
Four-year degree in a business-related field preferred.
Basic accounting background and reconciliation skills preferred.
About WesBanco
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Wheeling, WV, US
Year founded
1968