Senior Trust & Investment Portfolio Manager

Community Bank, NA; Williston (VT); On-site; USD 72,000 - 124,686; Full time

Benefits offered by this job

11 paid holidays

Paid vacation

401K with generous match

Pension

Tuition Reimbursement

Banking discounts

Job summary

A financial services institution is seeking a Trust Investment Officer in Williston, VT. Responsibilities include managing complex accounts, developing investment policy statements, and nurturing client relations. Candidates should have a Bachelor's degree in Business, Economics, Finance, or Accounting, with seven years of experience in related fields. The role offers competitive compensation, great benefits including paid holidays and a 401K plan, promoting long-term career growth.

Qualifications

• Minimum of seven years’ experience as a Trust Investment Officer.
• At least five years’ experience in the investment field.
• Specialized education in personal trust and employee benefits.

Responsibilities

• Manage assigned divisional accounts and analyze requirements.
• Build relationships with division clients and other professionals.
• Provide personal trust and employee benefit services to clients.

Skills

Strong reading skills

Strong writing skills

Interpersonal relations

Communicative skills

Thorough knowledge of investments

Education

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

Completion of Chartered Financial Analyst or Certified Financial Planner

Job description

A financial services institution is seeking a Trust Investment Officer in Williston, VT. Responsibilities include managing complex accounts, developing investment policy statements, and nurturing client relations. Candidates should have a Bachelor's degree in Business, Economics, Finance, or Accounting, with seven years of experience in related fields. The role offers competitive compensation, great benefits including paid holidays and a 401K plan, promoting long-term career growth.