Also referred to as:
Trust Portfolio Administration Officer III
Requirements and Responsibilities
Trust Officer III administers a portfolio of complex and large trust accounts and develops business relationships with client. Facilitates internal service coordination to resolve issues and respond to client requests. Being a Trust Officer III monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues. Generates new business with existing clients. Additionally, Trust Officer III provides consultation on financial and wealth management matters. Typically requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Trust Officer III contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be a Trust Officer III typically requires 4 to 7 years of related experience.