Senior Trust Officer
Our client is looking for a client service focused trust officer who is effective building relationships internally within a small team and with centers of influence in the market. You must have at least 5 years of trust administration experience, settling of estates, and investment management knowledge to qualify. You must have a minimum of a Bachelors education, Masters preferred, law degree a plus, especially if in the state of Oklahoma. They take a team-based approach working alongside the team and looking for opportunities to bring in trust, IRA's, agency accounts, investment management accounts, and much more.
They pay a competitive salary with a bonus, and profit sharing with other great benefits. CTFA or CFP is a plus! They will relocate for this excellent opportunity. If you are a great team player, strong fiduciary background, who’s personable with a good understanding of customer service, such as responsiveness/communication and understands the banking environment, then please apply now!
Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.
Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business™. So, let’s start building!
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at www.westportone.com
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