Trust Officer - Wilmington - Sioux Falls - Wilmington, Delaware United States - 40879



JOB DESCRIPTION

Job #: 40879
Title: Trust Officer - Wilmington - Sioux Falls
Job Location: Wilmington, Delaware - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Positions available in Wilmington, DE and in Sioux Falls, SD.

JOB DESCRIPTION

Established Wealth Management Firm seeks Trust Officer to work with team members and UHNW clients on the administration and management of trust accounts.

·    Ensure administration and management of trust accounts

·    Communicate effectively regarding clients’ estate plans and assist with onboarding process for new clients

·    Liaise with Relationship Managers and Wealth Strategists to provide superior client service and deepen relationships

QUALIFICATIONS

The ideal candidate will have 8+ years’ experience in a client facing and either a JD, CTFA, or CFP.

Education:
University - JD

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