Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Job Summary
The Assistant Vice President-Trust Officer serves as a relationship manager to Farmers and Merchants Trust Company (FMTC) clients by providing support and guidance in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.) as well as Farmers and Merchants Bank of Long Beach officers. Additional objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and attorneys. Duties will include, but are not limited to:
Essential Duties
Position Requirements
Competitive compensation package.
FMTC is an Equal Opportunity Employer.
This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.
Farmers and Merchants Trust Company reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment
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