Trust Officer

Trust Officer

This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications :

• Bachelor's degree or equivalent.
• JD and / or Masters degree
• 5-7 years of relevant trust administration experience.
• Strong team mate who enjoys collaboration with internal partners
• CTFA, CFP, CFA, CES, or equivalent
• Trust investment knowledge and / or experience with brokerage and / or delivery of trust services through alternative channels

Trust Officer Responsibilities :

This opportunity includes an excellent compensation and benefits package. This organization prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.

Contact your local Wisconsin finance recruiter, Joe Albert to learn more about this Trust Officer position and other finance opportunities throughout the state.

Joe Albert

Director | pac

To be considered, please apply with a resume. You can email me directly at joe.albert@gogpac.com

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 since 1990.