The Trust Office Manager role is for a seasoned trust professional with 5+ years of experience, including management, to lead a team servicing private and corporate trust accounts.
Responsibilities include managing trust accounts, building client relationships, overseeing legal and tax document review, coordinating estate settlements, and leading projects on trust-related initiatives.
Qualifications involve a bachelor's degree (advanced degrees preferred), trust administration experience, management skills, and relevant certifications such as CTFA, CFP, CFA, or CES.
The role offers competitive compensation, benefits, and an opportunity to manage an existing client portfolio, with a focus on service growth and team leadership.
About the Company
G
GPAC
Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations.
Our team, with collective experience of over 250 years, is passionate about wh