Senior Trust Officer - Wealth Management Leader

MRINetwork Jobs; El Paso (TX); Presencial; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

100% paid employee medical, dental, and vision coverage

Relocation assistance

Descripción de la vacante

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.

Formación

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

Responsabilidades

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

Conocimientos

Trust administration

Client relationship management

Investment management knowledge

Presentation skills

Descripción del empleo

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.