Personal Trust Officer - Abilene, Texas United States - 19322

JOB DESCRIPTION

WHY IS THIS A GREAT OPPORTUNITY?

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Our client, a very stable and profitable institution, seeks to hire a Personal Trust Officer.    This is a great company with a great reputation. They are a customer focused bank with low employee turnover.  The position is open due to a promotion.

• Stability; bank has been around a long time and plans on being around for a long time.
• In addition to base salary, trust officer is eligible for profit-sharing, stock options in future, and 401(k) “someone can accumulate a lot of wealth”
• Low employee turnover
• Large enough to offer a variety of products; “offer big-bank services without sacrificing the personal relationships and small-town focus that sets us apart.”
• Position is open because someone transferred internally.  He had only een with the company three years and is now going to manage.
• Team culture, collaborative - helping each other with clients and on new business.
• Abilene – low cost of living; six institutions of higher learning; no state income tax; lots of outdoor activities; warm climate; city population @ 115,000; MSA population @ 170,000.

JOB DESCRIPTION

As Personal Trust Officer, your duties will include: 

• Act as a trusted advisor with clients regarding their financial and retirement planning
• Administer a variety of trust and investment management accounts.
• Work with clients to recommend the appropriate asset allocation and communicate investment philosophy to clients.  
• Grow current book through expanding existing relationships and networking in the community and with Centers of Influence. No cold calling.

QUALIFICATIONS

As Personal Trust Officer, you will have the following:

• Experience interpreting and administering trust accounts including special needs trust, estates, revocable/irrevocable trusts, and IRA’s.
• Some experience assisting clients with their financial planning as a trust advisor
• Experience working with clients to determine investment objectives and determining the correct model portfolio.
• The ability to understand and communicate investments to clients. 
• Must be able to build rapport with clients 
• Must be detail oriented
• Must display critical thinking in problem solving

Education:
University - Bachelor's Degree/3-4 Year Degree