Senior Trust Officer Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: Our client is seeking a highly experienced Senior Trust Officer proficient in administering trusts, managing fiduciary accounts, and overseeing personnel. The ideal candidate will collaborate with a team to serve high-net-worth clients. If you have the required experience, take action now and apply. For more information, visit www.westportone.com.
Job Description
Senior Trust Officer Our client is seeking a highly experienced VP/SVP Trust Officer proficient in administering trusts, managing intricate fiduciary accounts, and overseeing fiduciary associates and personnel in account administration. The ideal candidate should excel in sourcing, developing, and finalizing new fiduciary accounts. You will inherit a portfolio of accounts and engage closely with beneficiaries. Collaboration is key as you will work alongside a wealth advisor, portfolio manager, retirement team, support staff, attorneys, and CPAs. If you are passionate about aiding high-net-worth individuals and families in resolving complex issues through decisive decision-making within a collaborative team setting, and possess the requisite experience, take action now, stop procrastinating and apply without delay. To learn more about our organization please visit us at www.westportone.com To apply for this position, submit your resume by choosing one of the following: •
CLICKING
“
APPLY NOW
”
ON THIS PAGE
•(PREFERRED) Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/SeniortrustofficerNC in the subject line.
NO CALLS
PLEASE
