Personal Wealth / Fiduciary / Trust Officer - Lawton, Oklahoma United States - 19724



JOB DESCRIPTION

Job #: 19724
Title: Personal Wealth / Fiduciary / Trust Officer
Job Location: Lawton, Oklahoma - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Incentive on new business
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Our client, growing both organically and through acquisitions is looking for a PersonalWealth / Fiduciary / Trust Officer who is customer oriented. This is a new position. They are looking for someone to grow with them. They offer a base salary and incentive on new business.   

JOB DESCRIPTION

  • Administer a book of trust and investment accounts
  • Deliver excellent customer service
  • Work with wealth management team including a wealth advisro and an investment officer
  • Participate in new business growing existing accounts and assisting team members with new business.

QUALIFICATIONS

  • Have experience administering trust accounts and investment management accounts.
  • Have experience working with high net worth individuals ($1 million in investable assets.)
  • Be customer focused
  • Be a team player
  • Bachelors degree required

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

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