Trust and Wealth Management Officer

Description

Hilltop Banks Trust & Wealth Management Department is a full-service Trust department. Officers are responsible for the administration of Revocable and Irrevocable Trusts, Estates, Conservatorships, Investment Management Accounts, and IRAs.

Primary Duties/Responsibilities

• Attract, grow, and retain a portfolio of trust relationships
• Personal trust and estate administration
• Investment management
• Facilitate client meetings and presentations
• Ensure compliance with state and federal regulations, department, and bank policies
• Build relationships by engaging in civic, community, and industry-related groups

Qualifications

• Excellent client relationship skills
• 3+ years of Trust or Estate Administration experience, or a related Bachelors degree with less than three years of Trust/Wealth Management experience
• CTFA or similar certification preferred
• High accuracy and attention to detail
• Proficiency in Microsoft Word and Excel

This is a full-time position.

Hilltop Bank is an EEO Employer

No Recruiters Please.

Seniority Level

• Mid-Senior level

Employment Type

• Full-time

Job Function

• Finance and Sales

Industry

• Banking