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Seasoned Trust Officer

In Montana United States

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Seasoned Trust Officer   

JOB TITLE:

Seasoned Trust Officer

JOB TYPE:

Full-time

JOB LOCATION:

Great Falls Montana United States

JOB DESCRIPTION:

Trust Officer

We are seeking an experienced and credentialed trust officer to oversee a portfolio of complex trusts.
This position requires someone with deep knowledge of trust administration and asset management along with strong relationship management skills.


Requirements:
  • Minimum 5 years of recent trust officer experience at a private bank, wealth management firm, or family office
  • CFP (Certified Financial Planner) certification
  • CTFA (Certified Trust and Fiduciary Advisor) certification
  • CPA (Certified Public Accountant) license preferred
  • FINRA Series 7 and 66 registrations required
  • Bachelor's degree in finance, accounting, economics, or related field; advanced degree preferred
The trust officer will be responsible for:
  • Administering personal, charitable, and specialty trusts
  • Managing investment portfolios within guidelines and risk profiles
  • Ensuring compliance with all applicable laws and regulations
  • Preparing detailed reviews of portfolios and trusts
  • Communicating regularly with grantors, beneficiaries, wealth advisors, attorneys, and accountants
  • Staying current on trust practices, tax laws, and financial regulations
We offer a competitive salary and benefits along with opportunity for advancement.


Apply today or reach out to jessica.
cackler@gogpac.
com or call 479-396-4906 for further information.

logicmelon.
com.
mkt.
organic\"> LogicMelon

Position Details

POSTED:

Feb 11, 2024

EMPLOYMENT:

Full-time

SALARY:

130000 per year

SNAPRECRUIT ID:

S-1707365277-ab421ac0b05a5f9213da18609dc9907f

LOCATION:

Montana United States

CITY:

Great Falls

Job Origin:

jpick2

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Seasoned Trust Officer    Apply

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Trust Officer

We are seeking an experienced and credentialed trust officer to oversee a portfolio of complex trusts. This position requires someone with deep knowledge of trust administration and asset management along with strong relationship management skills.

Requirements:
  • Minimum 5 years of recent trust officer experience at a private bank, wealth management firm, or family office
  • CFP (Certified Financial Planner) certification
  • CTFA (Certified Trust and Fiduciary Advisor) certification
  • CPA (Certified Public Accountant) license preferred
  • FINRA Series 7 and 66 registrations required
  • Bachelor's degree in finance, accounting, economics, or related field; advanced degree preferred
The trust officer will be responsible for:
  • Administering personal, charitable, and specialty trusts
  • Managing investment portfolios within guidelines and risk profiles
  • Ensuring compliance with all applicable laws and regulations
  • Preparing detailed reviews of portfolios and trusts
  • Communicating regularly with grantors, beneficiaries, wealth advisors, attorneys, and accountants
  • Staying current on trust practices, tax laws, and financial regulations
We offer a competitive salary and benefits along with opportunity for advancement.

Apply today or reach out to jessica.cackler@gogpac.com or call 479-396-4906 for further information.

LogicMelon

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