Wealth & Fiduciary Advisor

Hilltop Bank; Casper (WY); On-site; USD 100,000 - 140,000; Full time

Job summary

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.

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

Skills

Relationship-building

Communication skills

Analytical abilities

Education

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

CTFA designation or progress toward certification

Tools

Microsoft Office

Job description

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.