AVP - Trust Officer (On-site) Job at Provision People, Abilene, TX

MCsyNFZWOE1QeUFPdFg1WU42eTQ1cWlSWnc9PQ==
  • Provision People
  • Abilene, TX

Job Description

Summary: 

Our award-winning client is seeking an AVP - Trust Officer to join their team.

Responsibilities: 

  • Assist in maintaining relationships for Trust accounts that result in highly satisfied clients. Assist with preparation and attend meetings with beneficiaries to establish investment objectives and risk tolerances.
  • Research and clearly and concisely summarize discussions & significant events and transactions with officers. Assist officers in addressing and resolving client concerns, problems or issues expeditiously. Maintain familiarity with trust provisions, family.
  • Collaborate with officers and potentially client’s attorneys and accountants to promote fiduciary services and assist in the construction of plans for clients financial needs.
  • Demonstrates an active approach to identifying and pursuing new Trust business opportunities with referrals.
  • Maintain a presence within local markets and communities through civic board involvement, as well as networking with like-minded professionals.
  • Contributes to the sales effort by sharing technical expertise and product knowledge and providing support to officers.
  • Ensures daily operations, service delivery, business expectations and execution of Trust related transactions are appropriately handled.

Required Qualifications: 

  • Degree in Accounting or Finance - CFP, JD a plus.
  • Ability to read, understand, analyze, and interpret legal trust documents and wills.
  • Knowledge and understanding of investment principles and asset allocation strategies.
  • Personal presence, interpersonal skills, experience in developing strong client relationships, and a deep client service orientation.
  • Ability to present complex ideas and financial information in a simplified, easy-to-understand manner.
  • Possess strong, flexible interpersonal skills and ability to interact with clients at all levels so as to effectively address the needs of the client.
  • Excellent written skills, with ability to write business correspondence.
  • Must have a strong ability to organize and manage tasks, balance changing priorities to deliver the highest quality of trust services.

Job Tags

Permanent employment, Full time, Local area, Flexible hours,

Similar Jobs

Goodwill Industries of Tulsa

Forklift Instructor Job at Goodwill Industries of Tulsa

Job Summary:The Forklift Instructor delivers comprehensive training programs to new and experienced forklift operators. This position must ensure that all forklift operators participating in the program are thoroughly trained and certified per OSHA regulations and stringent... 

Penn State Health - Physician Recruitment

Staff Physician - Addiction Psychiatrist Job at Penn State Health - Physician Recruitment

 ...Health is seeking faculty physician candidates in the field of Addiction Psychiatry. This position is integrated with a...  ...of Psychiatry and Behavioral Health for Penn State College of Medicine and the Penn State Health Milton S. Hershey Medical Center, we... 

Total Aviation Staffing, LLC

Head of Academics Job at Total Aviation Staffing, LLC

 ...of curriculum and testing standards Additional duties as assigned Qualifications: Bachelors Degree preferred Current CFI/CFII/MEI or AGI/IGI Certificate preferred Practical leadership experience Operational knowledge of flight school operations is... 

RWJ New Brunswick

Cardiac Catheterization Lab Manager (Hiring Immediately) Job at RWJ New Brunswick

 ...American Heart Association (AHA) required. **Scheduling Requirements** : * Day Shift * Monday Friday, some weekend commitment and holiday rotation * FT **Essential Functions:**_Assumes the role as a leader in planning, directing, and managing the departments... 

Walmart Inc.

Pharmacy Tech Sam's Job at Walmart Inc.

 ...related hardware; and using appropriate procedures for different payment types and items sold.Maintains merchandise presentation in the pharmacy by stocking and rotating merchandise and supplies received from distribution centers and suppliers; removing damaged or out-of-...