Trust Officer - Medford, Oregon United States - 37010



JOB DESCRIPTION

Job #: 37010
Title: Trust Officer
Job Location: Medford, Oregon - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Bonus
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Work for one of the 100 Best Companies to work for in Oregon. Our client, a community bank, seeks to hire a Trust Officer. They are expanding their presence in Southern Oregon. This is an opportunity to grow with them.

Southern Oregon is a beautiful place to live. There are four seasons with little snow and mild temperatures. They have an excellent school system, excellent health care system, and a thriving art community.

JOB DESCRIPTION

As Trust Officer, you will:

  • Manage a variety of trust accounts – revocable and irrevocable trusts, estate settlement, special needs trusts, conservatorships, and educational trusts.
  • Build rapport with clients and their beneficiaries.
  • Assist clients and become involved in their lives – for example: assisting with the purchase of a personal computer.
  • Be a part of the professional community for example, part of the local Estate Planning Council.
  • Spend 30% of time building relationships with the professional community (attorney’s CPA’s) in order to grow future business.
  • Work with the Investment Officer who manages investments for clients and supports the trust officer.

QUALIFICATIONS

As Trust Officer, you will have:

  • Experience administering a variety of trust accounts.
  • Experience working with challenging beneficiaries, guiding them.
  • A strong understanding of trust – strong enough to build trust with attorneys.
  • Ability to build rapport with clients.
  • Ability to build relationships with COI’s (attorney’s / CPA’s / high net worth individuals) in the community.
  • CTFA or willingness to achieve in two years.

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

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