Employer
Register
Sign in
Home
Search Jobs
Blogs
Career Tips
Trust Officer
Insight Global
Job Summary
Location
West Chester ,OH
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
01 Dec 2024
Share
Job Description
Day to Day:
A client in the West Chester, OH area is seeking a Fiduciary Officer to join there team permanently. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian, or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. There will be both proactive and reactive work, and this individual will already have prior understanding of reading and interpreting trust documents, to be able to successfully provide for their clients.
Requirements:
5 years' experience of relevant fiduciary, personal trust or trust administration
Proficient experience reading trust documents and understanding them
Great attention to detail and communication
Bachelors Degree
Plusses:
CTFA (if they do not have they must be willing to get it during employment and the company will reimburse)
Compensation:
$110,000-115,000/year
Other Smiliar Jobs
staff - Registered Nurse (RN) - Hematology / Oncology - $40-70 per hour
Mission Hills, CA
15 Hours ago
Senior SFMC Developer
Toronto, ON
2 Days ago
Data Analyst
New York, NY
21 Hours ago
Field Service Technician
Nashville, IL
21 Hours ago
Benefits Specialist
, NJ
21 Hours ago
Service Supervisor
San Leandro, CA
21 Hours ago
School BUS Driver
Shelbyville, KY
21 Hours ago
Material Handler
Everett, WA
10 Days ago
Client Services Advisor
Birmingham, AL
10 Days ago
Database Administrator
New York, NY
10 Days ago
Payroll Analyst
Dallas, TX
10 Days ago
Buyer
Cleveland, OH
10 Days ago
Product Management Analyst
Basking Ridge, NJ
10 Days ago
Recent Graduate Design Engineer
Greenville, SC
10 Days ago
General Laborer
San Francisco, CA
10 Days ago