Senior Trust Officer: Wealth & Client Relations

Adams, Inc.; Williston (ND); On-site; USD 80,000 - 120,000; Full time

Job summary

Adams, Inc. in Williston, ND is expanding its trust department and seeking an experienced Trust Officer. The ideal candidate has a minimum of five years in personal trust and wealth management, with mineral trusts a plus, and will integrate into a collaborative, team-oriented group.

You will inherit a portfolio shortly after joining and build lasting client relationships through proactive guidance and service delivery.

Qualifications

• Minimum five years of relevant trust experience in personal trust and wealth management.
• Experience with mineral trusts is a plus and beneficial for client portfolios.
• Ability to build client relationships and work collaboratively with a team.

Responsibilities

• Inherit and manage a client portfolio shortly after joining.
• Develop lasting client relationships and provide trusted guidance.
• Collaborate with a self-motivated, team-oriented group to meet growth goals.

Skills

Trust experience

Wealth management

Relationship management

Job description

Adams, Inc. in Williston, ND is expanding its trust department and seeking an experienced Trust Officer. The ideal candidate has a minimum of five years in personal trust and wealth management, with mineral trusts a plus, and will integrate into a collaborative, team-oriented group.

You will inherit a portfolio shortly after joining and build lasting client relationships through proactive guidance and service delivery.