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Also referred to as: Trust Portfolio Administration Officer II
Requirements and Responsibilities

Trust Officer II administers trust accounts and manages relationship with clients. Identifies and develops new business relationships and cross selling opportunities with existing clients. Being a Trust Officer II advises clients on tax, investment or other financial matters. Requires a bachelor's degree. Additionally, Trust Officer II typically reports to a manager or head of a unit/department. The Trust Officer II occasionally directed in several aspects of the work. Gains exposure to some of the complex tasks within the job function. To be a Trust Officer II typically requires 2 -4 years of related experience.

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