Trust Services Growth & Partnerships Lead

Advisor Group; Henderson (NV); On-site; USD 60,000 - 80,000; Full time

Job summary

Advisor Group is looking for a Premier Trust Business Development Officer located in Henderson, NV. This role involves establishing and maintaining client relationships, ensuring smooth onboarding processes, and effectively communicating trust services.

The ideal candidate should have experience in Trust Administration, advanced communication skills, and the ability to work independently or as part of a team. This position is full-time with responsibilities covering various aspects of business development and marketing.

Qualifications

• Minimum of high school diploma or equivalent is required.
• 2-3+ years of related experience and/or training in Trust Administration.
• Typing skills to meet production needs of the position.

Responsibilities

• Establish and maintain effective relationships with clients and referral sources.
• Track pending items and maintain communication with clients.
• Coordinate with team members to ensure accurate communication.

Skills

Trust Administration experience

Advanced oral, written communication skills

Organizational and time management skills

Advanced math skills

Computer operation skills

Education

Bachelor's degree preferred

Tools

Salesforce

Microsoft Word

Microsoft Excel

Job description

Advisor Group is looking for a Premier Trust Business Development Officer located in Henderson, NV. This role involves establishing and maintaining client relationships, ensuring smooth onboarding processes, and effectively communicating trust services.

The ideal candidate should have experience in Trust Administration, advanced communication skills, and the ability to work independently or as part of a team. This position is full-time with responsibilities covering various aspects of business development and marketing.