Wealth Management Trust Administration Officer - Dallas, Texas United States - 20134

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JOB DESCRIPTION

Job #: 20134
Title: Wealth Management Trust Administration Officer
Job Location: Dallas, Texas - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Bonus and 10% Incentive on First Year's Fees
Employer Will Recruit From: Local
Bank trust departments and trust companies
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Our client, consistently named one of the ”Best Companies to Work for in Texas” seeks to hire a Wealth Management Trust Administration Officer to administer a variety of accounts.  You will work in a wealth management boutique where customer service is the focus.  

JOB DESCRIPTION

As Wealth Management Trust Administration Officer, your duties will include: 

  • Manage the relationships of and inherited portfolio of clients
  • Administration a variety of trust and investment management accounts
  • Network with internal and external centers of influence to generate sales

QUALIFICATIONS

Qualifications: 

As Wealth Management Trust Administration Officer, you will:

  • Live in the Dallas/Ft, Worth Metroplex
  • Have in-depth knowledge of trust and investments
  • Have experience administering trust accounts
  • Have experience working with high net worth individuals
  • Have successful wealth management sales experience

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