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Personal Trust Officer
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Abilene, TX
JOB DESCRIPTION

Job #: 37008
Title: Personal Trust Officer
Job Location: Abilene, Texas - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Profit Sharing
Employer Will Recruit From: Regional
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?
  • Great Company, great reputation - consistently ranked No. 1, 2, or 3 every year for the past seven years.
  • Stability; they have been around a long time and plans on being around for a long time.
  • In addition to base salary, the trust officer is eligible for profit-sharing and safe harbor 401(k)
  • 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.
  • Three of eight senior TOs will retire in the next several years. Therefore, an opportunity to work into more complex accounts.
  • Team culture, collaborative - helping each other 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

  • Administer investment management and personal trust accounts
  • Act as trusted advisor to clients regarding their financial, retirement, and estate planning
  • Team with the portfolio manager to communicate investment philosophy
  • Communicate to clients the appropriate asset allocation and investments
  • Grow current book by expanding existing relationships and networking in the community with Centers of Influence; cold calls not required
QUALIFICATIONS

  • Have trust administration experience
  • Understand asset allocation and investment philosophy
  • Be able to build rapport with clients
  • Be detail-oriented
  • Display critical thinking and problem solving
  • Have experience assisting clients with their financial plan
  • Have Experience working with clients to determine investment objectives and risk tolerances

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




How to Apply:


 
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