Trust and Wealth Management Officer job at Hilltop Bank Wyoming, MI, US

Job Description

DESCRIPTION: Hilltop Bank’s Trust & Wealth Management Department is a full-service Trust department. Officers are responsible for the administration of Revocable and Irrevocable Trusts, Estates, Conservatorships, Investment Management Accounts and IRAs. PRIMARY DUTIES/ RESPONSIBILITIES: Attract, grow, and retain a portfolio of trust relationships Personal trust and estate administration Investment management Facilitate client meetings and presentations Compliance with state and federal regulations and department and bank policies Provide opportunities for relationship building by involving oneself in civic and community organizations and industry related groups QUALIFICATIONS: ~ Excellent client relationship skills ~3+ years of Trust Administration and/or Estate Administration experience or Bachelor’s degree in related field with less than three years Trust/Wealth Management experience ~ CTFA or other related certification desired ~ High level of accuracy, detail oriented ~ Proficiency with Microsoft Word, Excel This is a Full-Time Position Hilltop Bank is an EEO Employer No established salary range No Recruiters Please.

Job Tags

Full time,

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