Our client is looking for a client service focused and experienced trust officer who is effective building relationships internally within a small wealth management team, partner up with the retail bank, and with centers of influence in the market.
They need someone that has at least 5 years of trust administration experience, along with experience with settling some estates, and who has investment management knowledge. They take a team based approach working alongside the team and looking for opportunities to bring in trust, IRA's, agency accounts, investment management accounts, and much more.
They pay a competitive salary, bonus, profit sharing, and other great benefits. CTFA or CFP is a plus! They will relocate for this excellent opportunity.
If you are a great team player, with a fiduciary background, whose personable with a good understanding of customer service, such as responsiveness/communication and understands the banking environment, and has a great appreciation for community, then please apply now!
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.
Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business™. So, let’s start building!
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 of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to firstname.lastname@example.org. Please refer to job reference code NB/Trustofficerok in the subject line.
- NO CALLS PLEASE
MRINetwork JobsBartlesville, OK
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