Responsibilities include but are not limited to:
* Administrates trusts and the property therein, probate wills in accordance with financial institution policies and state laws, administration of IRA Accounts and administration of Investment Agency Accounts
* Selling trust services and administering trust accounts, including retention, development and growth of existing trust accounts, participate in Officer Call Program and complete reports on calls as required, develop rapport with attorneys, CPAs, and other financial professionals
* Acts as legal conservator of minors and incompetents in handling real or personal properties, in accordance with the wishes of the court system, government agencies, and financial institution policies and procedures. Completes reports to the "Court" if necessary
* Manages real estate, farmland, oil, gas, and other minerals. Manages investments for accounts from an approved investment database. Responsible for maintaining accounts" investment objective
Qualifications
* Minimum of two years of experience in banking, trusts, estates, investing, or retirement plans
* Great communication skills
* CFTA designation a plus
* Great customer service skills
* High level of integrity and confidentiality
For more information or immediate consideration, apply directly or reach out to Sondrae Spade.
Connect with and follow Sondrae"s LinkedIn page for more exciting opportunities!
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States for the past 29 years. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Apply Here : http://bit.ly/2OapNFW
Saturday, November 23, 2019
Trust Officer ~ gpac ~ Williston, North Dakota, USA
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