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)
Company Overview
Based in Louisville, Kentucky, First Kentucky Trust ("FKT") is a privately held trust and wealth management firm committed to delivering its clients a boutique and personalized wealth management experience. Founded in 2006, FKT manages over $1.1 billion in private wealth assets. FKT's employees average over 20 years of industry experience and have a singular focus on individual and multi-generational family private wealth.
Position Overview
The Trust Administrative Specialist is an essential staff member who works closely with administrative account officers and the trust operations group to ensure various client account matters are performed in an accurate and timely fashion.
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0 Top Trust Executive jobs found in Louisville, KY area