Senior Trust Relationship Advisor

First National Investment Services Company L L C; Youngstown (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

First National Investment Services Company L L C is seeking a Relationship Advisor 2 in Youngstown, Ohio, to manage high-quality client service within the Trust Services Group. You will act as the primary contact for assigned clients, oversee trust and investment accounts, and provide investment guidance aligned with policies.

With a BA/BS and at least five years of related experience, you will identify opportunities to expand relationships and ensure compliance with regulations.

Qualifications

• Bachelor's degree (BA/BS) required.
• Minimum 5 years related experience.
• Experience in trust administration, taxes and investments.

Responsibilities

• Serve as primary contact for assigned client accounts.
• Administer trust and investment accounts per laws and internal policies.
• Provide investment oversight and guidance to clients.
• Identify opportunities to expand assets and relationships.
• Ensure compliance with laws, policies and regulations.

Skills

Project management

Communication skills

Organizational skills

Interpersonal skills

Customer service

PC proficiency

MS Word

MS Excel

MS PowerPoint

Trust administration knowledge

Education

BA or BS

Job description

First National Investment Services Company L L C is seeking a Relationship Advisor 2 in Youngstown, Ohio, to manage high-quality client service within the Trust Services Group. You will act as the primary contact for assigned clients, oversee trust and investment accounts, and provide investment guidance aligned with policies.

With a BA/BS and at least five years of related experience, you will identify opportunities to expand relationships and ensure compliance with regulations.