Growth-Minded Trust Officer & Wealth Advisor

North American Dental Group; Mooresville (NC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Employee learning and development programs

Fun employee meetings and outings

Recognition programs

Job summary

A financial services firm is seeking a Trust Officer responsible for managing fiduciary and investment accounts. This role involves consulting on estate planning, promoting trust services, and liaising with clients and advisors. The ideal candidate will have strong business development skills and a relevant degree. Opportunities exist in multiple locations across North Carolina, including Mooresville. The position offers a supportive culture with competitive pay and benefits.

Qualifications

• Strong business development skills required.
• Significant knowledge of fiduciary duties and trust administration essential.
• Ability to work with teams and consult on financial matters.

Responsibilities

• Manage administration and servicing of fiduciary and investment management accounts.
• Administer personal trusts and guardianships per governing document.
• Consult with clients on estate and retirement planning.

Skills

Business development skills

Knowledge of fiduciary duties and trust administration

Communication

Teamwork

Education

Bachelor's degree in finance or business administration

MBA in Trust and Wealth Management

CTFA designation (preferred)

Job description

A financial services firm is seeking a Trust Officer responsible for managing fiduciary and investment accounts. This role involves consulting on estate planning, promoting trust services, and liaising with clients and advisors. The ideal candidate will have strong business development skills and a relevant degree. Opportunities exist in multiple locations across North Carolina, including Mooresville. The position offers a supportive culture with competitive pay and benefits.