Job Description
Position Overview: The Trust Manager will play a pivotal role in overseeing the trust department, ensuring efficiency, innovation, and a seamless transition during times of change. This position requires a deep understanding of trust accounts, investments, and team leadership. Accounts include oil and gas, agricultural, standard trust accounts, and retirement plan accounts. The Trust Manager will also drive policy and procedural updates to enhance department efficiency.
Key Responsibilities: • Utilize staff effectively to optimize trust department efficiency. • Align support staff with trust officers for maximum efficiency. • Maintain and grow a personal book of business. • Actively engage in the community to network and expand the trust department.
Qualifications
Qualifications: • Strong knowledge of trust law and compliance. • Deep understanding of investments. • Proven experience in management and leadership. • Familiarity with employee benefit trusts. • Demonstrated success in growing a trust department through internal referrals and community engagement.
Bachelor's degree required. JD and certifications (CTFA, CFP, CFA) are a plus.
Why is This a Great Opportunity
Our client is committed to delivering exceptional customer service and recognizes that their employees are the key to their success. Leadership fosters an environment where staff learn from one another, take initiative, and thrive in their roles. Regular staff meetings and fun events throughout the year strengthen this close-knit team. Employees are also encouraged to participate in social and community activities, including a big Christmas party and several events for customers and employees alike.
This is an excellent opportunity for an experienced trust professional looking to lead a dynamic team in a supportive and engaging work environment.
We are an emerging recruitment organization working with well-known clients based in the USA. Our services offer a wide range of functions related to recruitment. Our young yet experienced team strives to offer the best services to our clients.