Trust officer

Plentywood, MT Full Time
POSTED ON 2/24/2024

Trust Officer Needed In North Dakota Rural Community

Are you a passionate Trust Officer with a proven track record in financial services and a heart for building relationships?

This is your chance to make a real impact on the lives of local farmers and businesses, while growing your leadership skills and shaping the future of our branch.

Our growing community bank seeks a superstar ready to thrive in a supportive environment. Leverage your expertise in estates, IRAs, trust accounts, and portfolio management to guide clients on their wealth journey.

You'll inherit an established book of business, enjoy competitive pay and incentives, and access robust training and support for continued growth.

Plus, our 3-5 weeks PTO, strong benefits, and promote-from-within culture ensure a rewarding career path with work-life balance.

Responsibilities :

  • Client Management :
  • Handle assigned trust accounts, monitor investments, manage portfolios, approve expenses & distributions.
  • Communicate effectively with clients, respond to inquiries & concerns.
  • Account Administration :
  • Manage various account types (personal trusts, investment agencies, insurance trusts, estates).
  • Ensure proper account handling, monitor receipts, and ensure compliance with regulations.
  • Departmental Expertise :
  • Serve as legal consultant for the Trust Department, review legal aspects of accounts.
  • Collaborate with colleagues on legal matters and departmental operations.
  • Business Development & Growth :
  • Secure new business to expand the Trust Department.

Qualifications : Education :

Education :

  • Minimum 2 years college degree or equivalent experience in financial, legal, or trust industries.
  • Experience :
  • Minimum 2 years experience in Trust Administration.
  • Knowledge :
  • Strong understanding of Trust laws, rules, and regulations.
  • Skills :
  • Detail-oriented and highly organized.
  • Ability to work effectively under pressure.

Benefits :

  • Competitive salary and benefits package
  • Family-oriented culture
  • Opportunity for growth and advancement
  • Make a real impact in your community

All inquiries are strictly confidential.

Apply online or Please send your confidential resume to DUANE STONE : DUANE.STONE@GOGPAC.COM

To Talk Call / Text : 847-385-3995 or DM : https : / / www.linkedin.com / in / duanedstone / .

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.

We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Last updated : 2024-02-24

Salary.com Estimation for Trust officer in Plentywood, MT
$65,221 to $90,937
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