Executive Search Consultants to the Financial Services Industry

Trust Officer, El Paso, TX

By on Sep 14, 2021 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, El Paso, TX

Our client is consistently named one of the Best Performing Community Banks in the U.S. and has a Bauer five-star rating. They seek to hire a Trust Officer to work with various trust accounts – estate administration, revocable, irrevocable, special needs, foundations, and endowments. As a Trust Officer, you will be responsible for building and maintaining relationships with clients, providing expertise on trust investment and administration, and collaborating with other wealth management team members. The ideal candidate will have at least five years of experience working with trusts, investments, and a bachelor’s degree.

If you are looking for an opportunity to join a growing organization and make a lasting impact on clients’ lives, then this is your role.

El Paso offers a beautiful landscape, a multi-cultural community, top-notch dining, excellent outdoor recreation, and one of the lowest living costs in the country – making it an ideal place to call home.

Duties:
As Trust Officer / Client Relationship, your duties will include:
● Client service and outreach are number one.
● Make presentations to board members while working with foundations and endowments.
● Administer various trust accounts including estate administration, revocable and irrevocable trusts, foundations and endowments.
● New business as part of a team.
● Initially administering a smaller number of accounts which will grow over time.
● Work with unique assets, i.e., real estate, etc.
● Proactively mitigate risk.
● Supervise and mentor an assistant.

Qualifications:
As Trust Officer / Client Relationship, your will have:
● A team-orientation
● Previous experience presenting to boards
● Previous estate administration experience
● Experience administering various accounts, i.e., estates, investment management, special needs, and estate planning.
● Be able to write complex communications.
● Confidence when communicating with clients and experience building rapport
● Experience explaining investment performance and asset allocation.
● Experience working with very knowledgeable high net worth individuals

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