Executive Search Consultants to the Financial Services Industry

Trust Officer, Atlanta GA

By on Aug 30, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, Atlanta GA

If you’re looking for an opportunity to sink your teeth into and grow with a company, our client might be the perfect fit. They are expanding rapidly and need a trust officer in their Atlanta office. You would be responsible for administering accounts and building positive relationships with key clients, internal consultants, and external advisors. Only local candidates will be considered. This is an excellent opportunity to get in on the ground floor of a growing company and make a real impact. If you’re up for the challenge, we’d love to hear from you.

Duties:
• Customer service comes first
• Administer a variety of personal trust accounts
• Work in a team environment
• Oversee new account set-up
• Review third-party investment strategies when applicable
• Document and oversee distributions from trusts

Qualifications:
• College degree required
• Advanced degree or training a plus
• CTFA is a plus
• Experience administering a variety of trust accounts
• Experience with Special Needs trusts is a plus.

#trustofficer #fiduciary

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