Trust & Wealth Management Officer

Hilltop Bank; Casper (WY); Sur place; USD 100 000 - 140 000; Plein temps

Résumé du poste

Hilltop Bank in Casper, WY seeks a Trust & Wealth Management Officer to administer fiduciary relationships, oversee investment management relationships, and contribute to the growth of the department through business development and community involvement.

The role requires 3+ years in trust/estate administration or related areas, a strong client-service mindset, and proficiency with Microsoft Office. CTFA or progress toward certification is preferred.

Qualifications

• Bachelor's degree in business, Finance, Accounting, Trust Management, or related field; or equivalent experience.
• Three or more years of trust administration, estate administration, wealth management, banking, investment, or related experience.
• Excellent relationship-building and communication skills.
• Strong analytical abilities and attention to detail.
• Proficiency with Microsoft Office applications.
• CTFA designation or progress toward certification preferred.

Responsabilités

• Administer trusts, estates, conservatorships, investment management accounts, and IRAs
• Develop and maintain strong relationships with clients, beneficiaries, attorneys, accountants, and other advisors
• Serve as a trusted resource for clients regarding fiduciary administration and wealth management services
• Coordinate and facilitate client meetings and presentations
• Monitor investment relationships and participate in account reviews
• Identify opportunities to grow trust and wealth management relationships
• Represent the Bank within the community and professional organizations
• Maintain compliance with fiduciary standards, regulations, and Bank policies

Connaissances

Relationship-building

Communication skills

Analytical abilities

Formation

Bachelor's degree in business, Finance, Accounting, Trust Management, or related field; or equivalent experience

CTFA designation or progress toward certification

Outils

Microsoft Office

Description du poste

This position offers the opportunity to work closely with individuals, families, business owners, attorneys, and other professional advisors while helping clients achieve their financial, estate planning, and legacy goals.

As a Trust & Wealth Management Officer, you will administer fiduciary relationships, provide exceptional client service, oversee investment management relationships, and contribute to the growth of our Trust & Wealth Management Department through business development and community involvement.

Responsibilities:

• Administer trusts, estates, conservatorships, investment management accounts, and IRAs
• Develop and maintain strong relationships with clients, beneficiaries, attorneys, accountants, and other advisors
• Serve as a trusted resource for clients regarding fiduciary administration and wealth management services
• Coordinate and facilitate client meetings and presentations
• Monitor investment relationships and participate in account reviews
• Identify opportunities to grow trust and wealth management relationships
• Represent the Bank within the community and professional organizations
• Maintain compliance with fiduciary standards, regulations, and Bank policies

Qualifications:

• Bachelor's degree in business, Finance, Accounting, Trust Management, or related field; or equivalent experience
• Three or more years of trust administration, estate administration, wealth management, banking, investment, or related experience
• Excellent relationship-building and communication skills
• Strong analytical abilities and attention to detail
• Proficiency with Microsoft Office applications
• CTFA designation or progress toward certification preferred