Senior Trust Officer
One of our clients is looking for a Senior Trust Officer. This position will report to the leader of the Wealth Management Division. This team of 14 is surrounded by other trust officers, support staff, portfolio managers, and business development. They are supported and partnered up with an excellent and proven retail lending team.
They require at least 5 or more years of experience within a trust administrative roll that has administered trusts, managed relationships(client facing), and knowledge of investment management accounts. You'll work with Irrevocable Trusts, Revocable Trusts, ILits, some SNTs, estate settlements, non-profits, and Endowments. They've continued to grow and have an upcoming retirement and are in the succession planning stage. If you are passionate about client service, knowledgeable and experienced with trust and investment management accounts, compliant, work well with others including lenders, who loves the sense of what a community provides and offers, then this great opportunity is for you. If you currently don't live in the community, they will relocate for this exciting opportunity. This position could lead to a leadership role.
They want an experienced trust officer(open to discussing with estate planning attorneys experienced with trusts) who is great managing client relationships, gets involved in the community, who presents well to others including clients, boards, foundations, and non-profits. This is a salaried position plus bonus along with other great benefits. They pay for 100% of the employee medical benefits, and offer dental and vision.
To learn more about our organization please visit us at
To apply for this position, submit your resume by choosing one of the following:
...Internal Audit & Finance Rotational Internship Program We are thrilled to introduce the Edgewell Internal Audit and Finance Rotational Internship Program, aimed at ambitious and enthusiastic students eager to gain invaluable hands-on experience in multiple Accounting...
...Position Summary: The Sales Manager will be responsible for driving the sales growth of our robotics, autonomous vehicles, and industrial... ...5 years of sales experience in the robotics, automation, or automotive industry. Technical Acumen: Strong technical aptitude...
...school year. Details You Should Know: Location: In-person only (no hybrid/virtual options) Schedule: Monday - Friday, 7:45 AM - 4:15 PM Caseload: 15 students per class with paraprofessional support Key Responsibilities: Develop and implement...
...Role: Accounts Payable Location: Quincy, MA - Onsite Required Qualifications: ~ Serve as the primary contact for the organizations travel agency, managing data and liaising with the Business Manager. ~3-5 years of experience in an Accounts Payable function...
...and technical knowledge, skills and judgment to ensure accurate and timely payroll processing. Stays updated on changes in payroll and tax legislation and implement necessary changes to maintain compliance. Reconciles errors and maintains payroll records. Audits...