Senior Trust Officer – Private Trust Leadership

LPL Financial; Cleveland (OH); Vor Ort; USD 89.000 - 148.000; Vollzeit

Benefits dieser Stelle

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Zusammenfassung

LPL Financial in Cleveland, OH is seeking an Assistant Vice President, Trust Officer for The Private Trust Company. This role delivers day-to-day client management, fiduciary administration, and strong service to clients, financial advisors, and partners.

You will supervise trust specialists, interpret wills and trusts, and contribute to firm-wide initiatives while maintaining fiduciary standards. A Bachelor's degree and at least five years in trust administration are expected.

Qualifikationen

• Bachelor’s degree preferred; advanced degree or certification is a plus.
• Minimum five years’ experience in trust administration, preferably with a broker‑dealer or traditional bank/trust.
• Knowledge of financial planning, philanthropic planning and fiduciary law.

Aufgaben

• Serve as the trust administrator for designated clients, including managing accounts and fiduciary duties.
• Manage financial advisor and client relationships, providing service for moderately complex to complex cases.
• Participate in special projects and collaborate to improve best practices across the firm.

Kenntnisse

Verbal communication

Written communication

Detail-oriented

Organizational skills

Microsoft Office

Client service

Ausbildung

Bachelor’s degree

Advanced degree/certification preferred

Jobbeschreibung

LPL Financial in Cleveland, OH is seeking an Assistant Vice President, Trust Officer for The Private Trust Company. This role delivers day-to-day client management, fiduciary administration, and strong service to clients, financial advisors, and partners.

You will supervise trust specialists, interpret wills and trusts, and contribute to firm-wide initiatives while maintaining fiduciary standards. A Bachelor's degree and at least five years in trust administration are expected.