Hilltop Bank
Description
Hilltop Bank’s 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 Bachelor’s 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
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Hilltop Bank’s 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 Bachelor’s 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
#J-18808-Ljbffr