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Trust Officer

Company: Careerstaffing
Location: Chula Vista
Posted on: May 22, 2023

Job Description:

GPAC, a well-known recruitment company with over 30 years of experience, is partnering with a leading Financial Services company that is looking for a Trust Officer. This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive environment.As a Trust Officer, you will be responsible for managing trust accounts and ensuring compliance with legal requirements. You will work closely with clients to understand their financial goals and develop personalized investment strategies to achieve them.Essential Job Functions:Manage trust accounts and ensure compliance with legal requirementsDevelop personalized investment strategies for clientsCommunicate with clients to understand their financial goalsImplement and execute investment plans in accordance with clients' goalsOversee the distribution of trust assets and assess the need for changes in investment strategiesSkills:5 years of experience in trust administrationJD or CTFA preferredBachelor's degree in finance or related fieldExcellent communication skillsDetail-oriented and analytical mindsetTo be considered for this position please apply with a resume. If you wish to discuss this position or any other banking opportunities -please reach to David Jerzak at 605-401-6323 or email [ Email address blocked ] - Click here to apply to Trust OfficerAll qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time. While you're waiting to hear from the employer, if you're interested in surveys, click here

Keywords: Careerstaffing, Chula Vista , Trust Officer, Other , Chula Vista, California

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