Senior Trust Officer at MRINetwork Jobs El Paso, TX

MRINetwork Jobs; El Paso (TX); On-site; Full time

Benefits offered by this job

100% paid employee medical, dental, and vision coverage

Relocation assistance

Job summary

A financial services firm in El Paso, TX is seeking a Senior Trust Officer responsible for managing client relationships and trust administration. The ideal candidate has over 5 years of experience and is passionate about client service. They will work with various trust types and collaborate with a team of professionals. This role offers comprehensive benefits, including 100% paid medical coverage and potential for leadership roles. Relocation assistance is available for non-local candidates.

Qualifications

• At least 5 years of experience in trust administration.
• Experience managing client relationships.
• Knowledge of investment management accounts is required.

Responsibilities

• Work with Irrevocable Trusts, Revocable Trusts, ILITs, SNTs.
• Collaborate with a retail lending team.
• Participate in estate settlements and manage trusts for non-profits.

Skills

Trust administration

Client relationship management

Investment management knowledge

Presentation skills

Job description

Senior Trust Officer job at MRINetwork Jobs. El Paso, TX.

Senior Trust Officer

One of our clients is looking for a Senior Trust Officer. This position reports to the leader of the Wealth Management Division. The team consists of 14 members, including trust officers, support staff, portfolio managers, and business development professionals. They collaborate with an experienced retail lending team.

Requirements include at least 5 years of experience in trust administration, managing client relationships, and knowledge of investment management accounts. The role involves working with Irrevocable Trusts, Revocable Trusts, ILITs, SNTs, estate settlements, non-profits, and endowments. The company is growing, with upcoming retirements and succession planning. The ideal candidate is passionate about client service, experienced with trust and investment accounts, compliant, team-oriented, and community-involved. Relocation assistance is available for non-local candidates. This position offers potential for leadership roles.

The candidate should have experience managing client relationships, preferably with estate planning attorneys experienced in trusts. Presentation skills to clients, boards, foundations, and non-profits are important. Compensation includes a salary, bonus, and comprehensive benefits, including 100% paid employee medical, dental, and vision coverage.

Visit our organization website to learn more. To apply, please submit your resume via:

• Clicking “Apply Now” on this page (preferred)
• Email your resume in Word format to [e-mail] with the reference code NB/seniortrustofficerTX in the subject line

No phone calls please.