Senior Trust & Investment Portfolio Manager

Benefit Plans Administrative Services, Inc.; Williston (VT); On-site; USD 72,000 - 124,686; Full time

Benefits offered by this job

11 paid holidays

Medical, Vision & Dental insurance

401K with generous match

Tuition Reimbursement

Banking discounts

Job summary

A financial services firm in Vermont is seeking a Trust Investment Officer with over 7 years of experience. Responsibilities include managing complex accounts, developing investment policy statements, and ensuring high-quality customer service. The ideal candidate has a degree in Business or related field and relevant certifications. Competitive compensation includes benefits like 401K matching and paid holidays. This is an opportunity to advance professionally in a supportive environment.

Qualifications

• 7+ years of experience as a Trust Investment Officer or related field.
• 5+ years in the investment field.
• Experience with customer service goals and managing complex accounts.

Responsibilities

• Manage significant account relationships and develop investment policy statements.
• Monitor investments and respond to client inquiries.
• Provide personal trust and employee benefit services to division clients.

Skills

Strong reading skills

Strong writing skills

Strong interpersonal relations

Knowledge of investments

Knowledge of trust services

Knowledge of employee benefit services

Education

B.S. or B.A. in Business, Economics, Finance or Accounting

Chartered Financial Analyst or related certification

Tools

Financial analysis software

Job description

A financial services firm in Vermont is seeking a Trust Investment Officer with over 7 years of experience. Responsibilities include managing complex accounts, developing investment policy statements, and ensuring high-quality customer service. The ideal candidate has a degree in Business or related field and relevant certifications. Competitive compensation includes benefits like 401K matching and paid holidays. This is an opportunity to advance professionally in a supportive environment.