Also referred to as:
Trust Portfolio Administration Officer I
Requirements and Responsibilities
Trust Officer I assists in the administration of a trust account portfolio or administers a small portfolio of simple accounts and develops business relationships with clients. Facilitates internal service coordination to resolve issues and respond to client requests. Being a Trust Officer I provides consultation on financial and wealth management matters. Typically requires a Bachelor's degree. Additionally, Trust Officer I typically reports to a manager or head of a unit/department. The Trust Officer I works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Trust Officer I typically requires 0-2 years of related experience.