Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
We are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans.
Responsibilities
Requirements
As a Trust Advisor with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans.
This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to tamara.thomas@gogpac.com
All 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.
Last updated : 2024-03-22
Clear All
0 Trust Administrator jobs found in Amarillo, TX area