Vice President, Trust Officer
About the Company
Respected credit union
Industry
Financial Services
Type
Privately Held
Founded
1938
Employees
501-1000
Specialties
About the Role
The Company is seeking a Vice President/Trust Officer to coordinate the creation and administration of various investment and financial accounts in compliance with relevant laws, policies, and procedures. The successful candidate will be responsible for managing a trust services portfolio, including opening accounts, sales, and client relationship management. This role involves business development activities, building a network of contacts, and providing financial guidance to clients based on their individual needs and goals. The Vice President/Trust Officer will also be involved in special projects and must ensure the confidentiality of client information while promoting a professional and inclusive work environment. Applicants for the Vice President/Trust Officer position at The Company should have a Bachelor's degree and at least seven years of related experience, or an equivalent combination of education and experience. A JD, CPA, or CFA designation is preferred. The role requires the ability to read and interpret technical and legal documents, respond to inquiries from various stakeholders, and present information effectively. Proficiency in Microsoft Office, particularly Excel, is essential. The ideal candidate will have a strong background in financial management, be adept at problem-solving, and have a proven track record of building and maintaining long-term client relationships. Travel may be necessary for this position.
Hiring Manager Title
Senior Vice President/Wealth Management
Travel Percent
Less than 10%
Functions
Careers With Purpose Join our not-for-profit organization that has provided over 100 years of housing and services to seniors with a commitment to quality care and service in a Christian environment. Facility: GSS IA Indianola Location: Indianola, IA ...
...\n \n \n \n \n \n \n Be Well\n \n \n \n \n with Employee Wellness Programs, and Fitness Discounts (University Fitness Center, Peloton).\n \n \n \n \n \n \n Be Balanced\n \n \n \n \n with Generous Paid Time Off, Personal Time, and Paid Parental Leave.\n \n \n \n...
Position: Injection Molding Operator - Shift 3 Location: Dublin, OH 43016 Duration: 12 Months Job Type: Contract Work Type: Onsite Shift: (Sun-Thu) (10.30PM--07.00AM) Job Description: Qualifications: -Secondary Education (High School...
...want to work from home? Let's be honest, remote work is not always all it's cut out to... ...Due to the classification level of the projects we support, we are not able to offer fully... ...were seeking a detail-oriented Project Coordinator to provide crucial support in managing and...
...Job Description Job Description Yoga Instructor Here We GROW Again! Are you a potential Yoga Instructor and ready to leave average in the past? Be a part of one of the greatest growth stories ever told in the fitness industry. With 70+ locations currently...