Hybrid Senior Trust Officer & Team Lead

Advisor Group Inc.; United States; Hybride; USD 83 250 - 100 000; Plein temps

Avantages offerts par ce poste

Health insurance

401k

Paid vacation

Résumé du poste

Advisor Group Inc. seeks a detail-oriented Senior Trust Officer to manage complex trust accounts and provide support and training to less experienced staff members. This full-time role requires working in-office at least 4 days a week and offers a competitive salary between $83,250 and $100,000 plus an annual bonus.

The ideal candidate should have at least five years in trust administration, along with strong leadership and communication skills. Benefits include health insurance, 401k, and paid vacation.

Qualifications

• Five or more years of related experience in the trust industry.
• Must possess the ability to mentor and train less experienced staff.
• Advanced organizational and time management skills.

Responsabilités

• Administer accounts in accordance with governing instruments.
• Contact individuals and organizations related to accounts.
• Coordinate and review tax return preparations for trusts.

Connaissances

Leadership

Trust Administration

Communication

Advanced Math Skills

Formation

Bachelor's Degree preferred

Outils

Microsoft Office

Excel

Description du poste

Advisor Group Inc. seeks a detail-oriented Senior Trust Officer to manage complex trust accounts and provide support and training to less experienced staff members. This full-time role requires working in-office at least 4 days a week and offers a competitive salary between $83,250 and $100,000 plus an annual bonus.

The ideal candidate should have at least five years in trust administration, along with strong leadership and communication skills. Benefits include health insurance, 401k, and paid vacation.