Trust Officer – To $120K + Bonus – Orlando, FL – Job # 3309

The Symicor Group; Orlando (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading talent acquisition firm is seeking a Trust Officer in Orlando, FL, offering a competitive salary of up to $120K plus bonus. The role involves managing investment supervision, maintaining client relationships, and actively seeking new business. Ideal candidates bring extensive fiduciary experience, relevant certifications, and strong interpersonal skills to this dynamic position.

Qualifications

• Five years administering personal trust accounts or related fiduciary and/or banking experience.
• CFA and CTFA preferred.
• Ongoing course work will be required.

Responsibilities

• Oversee investment supervision of trust accounts.
• Maintain contact with current trust customers.
• Assist in soliciting new accounts and relationships.

Skills

Sales process understanding

Negotiation skills

Communication skills

Interpersonal skills

Detail-oriented

Education

Undergraduate Degree in a related field

Tools

Microsoft Office

Job description

Trust Officer – To $120K + Bonus – Orlando, FL – Job # 3309

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our community bank client is seeking to fill a Trust Officer role in the greater Orlando, FL area.

This position offers a competitive salary of up to $120K + Bonus and a full benefits package.

Trust Officer responsibilities include:

• Has general investment supervision of accounts.
• Maintains contact with present trust customers.
• Solicitation of new relationships.
• Assists with the solicitation of new accounts.
• Administers a certain group of trust accounts.
• Comply with all Information Security and Cybersecurity related policy & procedures.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

• Five (5) years administering personal trust accounts or related fiduciary and/or banking experience.
• CFA (Chartered Financial Analyst) preferred
• CTFA (Certified Trust and Fiduciary Advisor) preferred
• Undergraduate Degree in a related field or five (7) years equivalent in combined experience and education.
• On-going course work will be required.
• Ability to resolve customer problems through knowledge of banking systems, processes and products.
• Strong understanding of sales process and proven business development skills.
• Excellent Sales and negotiation skills.
• Excellent verbal and written communication skills.
• Excellent sales and customer skills.
• Able to organize and prioritize work responsibilities in order to accomplish assigned goals.
• Self-motivated and works independently with little supervision.
• Strong interpersonal skills and the ability to work efficiently with all levels of internal customers.
• Strong computer skills and proficient with Microsoft Office.
• Must display confidentiality, honesty, integrity and professionalism at all times.
• Attention to detail and accurate in completing tasks.

The next step is yours. Email us your current resume along with the position you are considering to: