Executive Search Consultants to the Financial Services Industry

Trust Officer, El Paso, TX

By on Mar 8, 2024 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, El Paso, TX

Are you passionate about financial management and dedicated to providing exceptional client service? Are you skilled in managing trusts and estates with precision and care? If so, we would like to talk with you. Our client is looking at the future and seeks to hire someone for succession planning, someone who is dedicated to providing excellent customer and relationship management.

Surrounded by mountains on three sides, El Paso serves as the epicenter of the Borderplex and is comparable in size to the San Antonio, Sacramento, Pittsburgh, and Cincinnati metro areas. The cost of living is 15% below the national average, and the crime rate is 27% below the national average.

DUTIES:
As Trust Officer, you will:
• Manage a trust portfolio with a variety of accounts, including traditional trusts, estate administration, estate settlements, foundations, investment management, and special needs.
• Develop and maintain strong relationships with clients, providing personalized guidance and support
• Ensure compliance with all legal and regulatory requirements
• Work with the internal team and clients’ external team to provide comprehensive solutions for clients.
• Stay informed about industry trends and best practices in trust administration and wealth management.

QUALIFICATIONS:
As Trust Officer, you will have:
• A minimum of six years of experience as a trust officer working with high-net-worth clients
• Experience making presentations to committee members
• The ability to explain investment performance and asset allocation
• Bachelor’s degree
• Advanced degrees (MVA, JD) and/or certifications (CTFA, CPA, CFP) are a plus

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