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Senior Trust Officer

Financial Recruiters International

Frisco (TX)

On-site

USD 80,000 - 100,000

Full time

30+ days ago

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Job summary

An exciting opportunity awaits at a dynamic and growing firm as a Senior Trust Officer. This role offers a fantastic work environment and incredible potential for career growth and advancement. You'll take the lead in trust management while supervising a dedicated team, ensuring client needs are met with excellence. With a mix of administrative duties and business development, this position is perfect for someone looking to elevate their career in the wealth management sector. Don't miss your chance to join a firm that values support and growth in your professional journey!

Qualifications

  • Minimum of 5 years experience in trust management or related field.
  • JD preferred for advanced legal understanding.

Responsibilities

  • Lead and supervise trust operations with a supportive team.
  • Manage a book of business while addressing client needs.

Skills

Trust lead and supervisor experience
Business Development
Client management
Networking

Education

Juris Doctor (JD)
Senior Trust experience

Job description

Be among the first 25 applicants

Direct message the job poster from Financial Recruiters International

President and CEO Executive Search Firm in Wealth Management, PE and Family Office.

Exciting Opportunity! Join a dynamic and growing firm as a Senior Trust Officer, where you'll enjoy a fantastic work environment, a supportive team culture, and incredible potential for career growth and advancement. This is your chance to take your career to the next level—don't miss out!

Basic job duties include:

  • Trust lead and supervisor experience to work with a great team
  • It comes with a book of business to manage.
  • 80% Admin taking care of the book / Client needs.
  • 20% BDO harvesting from the book or networking trust services in the community.
  • This is an in-office position with great career growth potential.

Education and Experience: Minimum of 5 years experience, JD preferred or Senior Trust experience

How to Apply: If you're interested, please contact me directly at 314-200-0677 or schedule a time that works best for you on my calendar here: Schedule a Call. Please email your resume to: Denise@FinancialRecruitersInt.com

We look forward to hearing from you!

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Administrative and Business Development
Industries
  • Banking and Trusts and Estates
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