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Years of Experience
Date Last Verified
Trust Officer II Duties: Manage assigned client accounts. Meet with clients to determine their needs and objectives. Implement financial and investment plans for clients. Develop additional business from existing clients and from referrals. Responsible for complex and larger accounts. Maintain an environment of fiduciary compliance at all times Participate in the development of a personal business plan annually Approve and authorize disbursements from assigned accounts as needed. Attend to administrative detail of all assigned accounts. Communicate effectively with clients, advisors and our team Establish investment objectives for all assigned accounts and implement investment plan with the investment officer. Meet with clients regularly to review activity, investment objectives and performance. Participate actively in department meetings. Develop new business for the trust department. Participate in public and community events. Develop and sustain personal leadership skills.
Qualification and Experience
Qualifications: Bachelor’s degree required. Post graduate training preferred (JD Degree or MBA). 5 + years of trust administration or similar experience. Specialized skill in area of expertise. Professional designations preferred (CPA, CFP, CTFA). Current understanding of investment management services and investment products. Knowledgeable in tax, retirement planning and estate planning. Strong communication and presentation skills. Must have proven interaction skills with clients.
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