Senior Trust Officer
Our client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients.
They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level. My client wants someone who works well with others and understands the true meaning of a partnership. This is a salaried position plus bonus along with other unique benefits. Education is important to them, and they want someone that has achieved a JD or earned one of the following: CTFA, CFP, ATFA, CIMA, CFP, AIF, or other relevant industry designations are highly preferred. No FINRA licensing needed or used.
To learn more about our organization please visit us at www.westportone.com
To apply for this position, submit your resume by choosing one of the following:
- ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)
- Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/SeniortrustofficerFL in the subject line.
