Job Description
Sr. Trust Officer
Los Gatos, CA (Hybrid)
Description
Our client is an established and expanding wealth management firm with over $18B in assets, is seeking a Trust Officer, who will be responsible for fiduciary and client relationship management of individual wealth management accounts, including those where the Trust Company serves as Trustee, Executor or Agent for various account types, including agency, retirement, foundation, charitable, revocable, and irrevocable trust accounts.
The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.
Duties and Responsibilities
Requirements
Salary Description
90,000 - 135,000
...Lubbock IBEW Tutor at Varsity Tutors summary: As an IBEW tutor on the Varsity Tutors Live Learning Platform, you provide personalized online instruction in electrical and related topics, helping students understand complex concepts remotely. You set your own schedule...
...London and South of France Learn how to work for international, multilingual clientele... ...Your Profile (Mandatory) Currently a student taking up a bachelor's degree in Marketing... ...Working Conditions ~ Location: Work from home (Remote) Other Relevant Information...
...Position Title: Senior UX/UI Designer Location: Bellevue, WA (On-Site) Position Type: Regular, Full-Time Who we are: At Roundglass, our primary goal is to make a positive impact on people's lives worldwide. We are constantly seeking individuals who share our...
...Description The Belanger Ford Lincoln Centre Limited is seeking a Parts Manager to join our existing Parts Department. As the Parts Manager,... ...as requested by the Owner. Job Requirements ~ Automotive Parts industry experience preferable. ~2 years prior managerial...
...immersed in a talent-dense environment and greatly accelerate your career growth About the opportunity: We are looking for a Data Scientist to help us grow from 5M to 50M users in the next few years. This key role will be instrumental in championing data-driven...