Executive Search Consultants to the Financial Services Industry

Trust Officer, South Bend, IN

By on Mar 15, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, South Bend, IN

Join a trust department that enjoys a true team environment where trust officers support and help each other. As trust officer, you will inherit a book of clients and work with a variety of trust accounts. South Bend, located on the St. Joseph River, offers a low cost of living and an array of parks.

As Trust Officer, you will:
• Be the relationship manager, administering trust accounts including irrevocable, foundations/endowment, guardianships, and agencies.
• Generate new business from an existing book and internal referrals. Cold calling on prospects is NOT required.

As Trust Officer, you will have the following qualifications:
• Experience working with more complex trust accounts
• Five years trust administration experience preferred, will take JD, CTFA in consideration for less experience
• Several years of experience during year-end and tax season.
• Bachelor’s degree required.
• JD, CTFA a plus but not required.

#trustofficer #fiduciary

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