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Senior Trust/Fiduciary Officer
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Houston, TX
JOB DESCRIPTION

Job #: 14663
Title: Senior Trust/Fiduciary Officer
Job Location: Houston, Texas - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Generous Profit Sharing
Employer Will Recruit From: Local
Trust departments, trust companies
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

Our client, a great company with a great reputation seek to hire a Senior Trust/Fiduciary Officer. For the last seven years, they have been in the top three ranking of Bank Director Magazine. This is a very customer centric bank with low employee turnover. They seek a Senior Trust/Fiduciary Officer to administer existing accounts and help close business from banker referrals and centers of influence.

JOB DESCRIPTION

As Senior Trust/Fiduciary Officer you will

  • Administer a variety of accounts i.e. estates, investment management, special needs and foundations.
  • Work with bankers to meet with and close new wealth accounts
  • Inherit a smaller number of accounts, therefore room to grow
  • Proactively mitigate risk
  • Be part of the professional community to grow your relationships
QUALIFICATIONS

As Senior Trust/Fiduciary Officer, you will have:

  • Bachelors degree required; JD, CPA preferred
  • Ten or more years of experience administering a variety of accounts i.e. estates, investment management, foundations, and estates.
  • Confident in communication, be able to build rapport
  • Knowledge of investments to explain performance and asset allocation.
  • Experience working with very knowledgeable high net worth individuals
  • Prefer local candidates; will consider candidates who have contacts in the Houston market

Education:
University - Bachelor`s Degree/3-4 Year Degree


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