Trust Officer – Grow Relationships & Drive Growth | $140K+

The Symicor Group; Orlando (FL); On-site; USD 126,000 - 154,000; Full time

Job summary

A boutique talent acquisition firm is seeking a Trust Officer in the greater Orlando, FL area. This role offers a competitive salary of up to $140K plus bonus, alongside a full benefits package. Responsibilities include supervising investment accounts and building client relationships. Ideal candidates will have five years of experience in trust administration and strong sales and communication skills. Join us to influence your development and seize an opportunity for growth.

Qualifications

• Five years administering personal trust accounts or related fiduciary experience.
• Ongoing coursework will be required.
• Able to organize and prioritize work responsibilities.

Responsibilities

• Supervise investment accounts and maintain client contact.
• Solicit new relationships and administer trust accounts.
• Comply with information security policies.

Skills

Sales and negotiation skills

Verbal and written communication skills

Customer service skills

Interpersonal skills

Problem-resolution skills

Proficient with Microsoft Office

Education

Undergraduate Degree in a related field

CFA (Chartered Financial Analyst) preferred

CTFA (Certified Trust and Fiduciary Advisor) preferred

Job description

A boutique talent acquisition firm is seeking a Trust Officer in the greater Orlando, FL area. This role offers a competitive salary of up to $140K plus bonus, alongside a full benefits package. Responsibilities include supervising investment accounts and building client relationships. Ideal candidates will have five years of experience in trust administration and strong sales and communication skills. Join us to influence your development and seize an opportunity for growth.