Personal Trust Officer - Abilene, Texas United States - 19322



JOB DESCRIPTION

Job #: 19322
Title: Personal Trust Officer
Job Location: Abilene, Texas - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


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

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