Grand Rapids Trust Officer
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Key details
- Location
- Grandville, MI, United States
- Work style
- Onsite
- Level
- Senior
- Job type
- Full-time
- Experience
- 5–8 yrs
- Function
- Legal & Compliance
- Focus area
- other
- Posted
- 3d ago
Skills
business developmentlead generation
About the role
Position Title: Trust Officer
Reports To: Trust Manager
General Purpose: Business development, administer trusts, estates, and investment management accounts.
Responsibilities:
- Administer personal trusts, estates, investment management accounts in accordance with terms and provisions of the governing document.
- Ensure that assets are invested according to the Investment Policy Statement and consistent with the purpose of the trust and/or account objective.
- Manage client relationships by providing a high-level of client satisfaction.
- Develops new account relationships through community and professional visibility.
- Engage in client expansion and cross-serving for bank services.
- Actively pursues new business and expands market presence of Isabella Wealth by building and maintaining relationships with clients, bank employees, attorneys, and other centers of influence to generate leads.
- May supervise, coach, train, and mentor other Isabella Wealth staff.
- Responsible for various projects.
- Other duties as assigned.
Qualifications:
Education/Experience
- Bachelors’ Degree required in Finance, Accounting, or Business.
- Certified Trust and Financial Advisor (CTFA) designation or Certified Financial Planner (CFP) designation preferred.
- Minimum of 5 years of Trust experience.
Skills
- Ability to retain clients and develop new business.
- Goal oriented and self-starter.
- Demonstrates analytical and decision making skills.
- Effectively work as a team member and independently