Trust Officer Position Available In Shelby, Tennessee
Tallo's Job Summary: A Trust Officer position is available at a financial services firm in Sioux Falls, SD, through Trust Officer 360 in Memphis, TN. Responsibilities include managing high-net-worth trust accounts, asset management, regulatory compliance, and client liaison. Qualifications include a bachelor's degree, CTFA, CFP, or JD certification, and 3+ years of experience in trust administration or wealth management. Competitive pay, benefits, and professional growth opportunities are offered.
Company:
360 Headhunter
Salary:
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Job Description
Sioux Falls, SD Finance Trust Officer
Trust Officer 360
Headhunter Memphis, TN Posted/Updated:
Today Job Description A premier financial services firm is confidnetially seeking a Trust Officer to manage high-net-worth trust accounts with precision and confidentiality.
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Responsibilities:
- Administer trusts per agreements and laws.
- Serve as trusted liaison for clients and advisors.
- Manage assets, distributions, and tax duties.
- Ensure regulatory compliance and record accuracy.
- Collaborate with legal/tax professionals discreetly.
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Qualifications:
- Bachelor’s degree (finance, law, or related); CTFA, CFP, or JD preferred.
- 3+ years in trust administration or wealth management.
- Deep knowledge of trust/estate laws and investments.
- Exceptional discretion, communication, and organizational skills.
- Proficient in trust software and MS Office.
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Offerings:
- Competitive pay and benefits (health, 401(k), etc.).
- Professional growth in a prestigious firm.
- Flexible work options.
