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Job details Spherion Staffing is assisting our client, an independent South Dakota trust company in their search for a Senior Trust Officer.
The Trust Officer should have a law degree and have approximately 7+ years of experience in all aspects of trust administration. Experience with partnership/LLC formation, maintenance and management is also a plus. ...
Direct Hire Opportunity
Responsibilities:
-Supervising and leading a team of trust administrators and trust officers, who will be administering portfolios of complex and demanding structures
-Partner with Company's dedicated wealth planning teams to drive business development / close new Trust business in prospecting activities
-Proactively identifying and harvesting opportunities to deepen relationships within current client base
-Meet with key clients, when required, to maintain relationships and identify issues / new business opportunities
-Oversee risk management activities and report periodically on these activities to the Board of Managers
-Day-to-day management of the office including oversight of revenues and expenditure of the office and routine reporting to the Board of Managers
Working hours: 8:00 AM - 5:00 PM
Skills:
See below
Education:
Bachelors
Experience:
7-10 years
Qualifications:
-7+ years experience within the trust administration industry, ideally with exposure to both local and international clientele
-Law, Business Administration or similar degree
-Fiduciary professional with CTFA, CFP, AEP, JD, CPA or TEP
-Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
-Initiative/proactive approach to problem solving
-Good people/partner communication skills / team player
-Knowledge of policies, procedures, regulatory requirements
-High level of savvy and sophistication re: high net worth clients' concerns / issues
-Ability to communicate and connect with high net worth clients
-Ability to work in a high stress, fast paced environment
-Excellent attention to detail and organizational skills
-Excellent verbal and written communication skills with strong interpersonal skills
To be considered, please apply online at Show lessShow more Spherion Staffing is assisting our client, an independent South Dakota trust company in their search for a Senior Trust Officer.
The Trust Officer should have a law degree and have approximately 7+ years of experience in all aspects of trust administration. Experience with partnership/LLC formation, maintenance and management is also a plus.
Direct Hire Opportunity
Responsibilities:
-Supervising and leading a team of trust administrators and trust officers, who will be administering portfolios of complex and demanding structures
-Partner with Company's dedicated wealth planning teams to drive business development / close new Trust business in prospecting activities
-Proactively identifying and harvesting opportunities to deepen relationships within current client base
-Meet with key clients, when required, to maintain relationships and identify issues / new business opportunities
-Oversee risk management activities and report periodically on these activities to the Board of Managers
-Day-to-day management of the office including oversight of revenues and expenditure of the office and routine reporting to the Board of Managers
... Working hours: 8:00 AM - 5:00 PM
Skills:
See below
Education:
Bachelors
Experience:
7-10 years
Qualifications:
-7+ years experience within the trust administration industry, ideally with exposure to both local and international clientele
-Law, Business Administration or similar degree
-Fiduciary professional with CTFA, CFP, AEP, JD, CPA or TEP
-Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
-Initiative/proactive approach to problem solving
-Good people/partner communication skills / team player
-Knowledge of policies, procedures, regulatory requirements
-High level of savvy and sophistication re: high net worth clients' concerns / issues
-Ability to communicate and connect with high net worth clients
-Ability to work in a high stress, fast paced environment
-Excellent attention to detail and organizational skills
-Excellent verbal and written communication skills with strong interpersonal skills
To be considered, please apply online at Show lessShow more
key responsibilities
-Supervising and leading a team of trust administrators and trust officers, who will be administering portfolios of complex and demanding structures-Partner with Company's dedicated wealth planning teams to drive business development / close new Trust business in prospecting activities-Proactively identifying and harvesting opportunities to deepen relationships within current client base-Meet with key clients, when required, to maintain relationships and identify issues / new business opportunities-Oversee risk management activities and report periodically on these activities to the Board of Managers-Day-to-day management of the office including oversight of revenues and expenditure of the office and routine reporting to the Board of Managers
experience
7-10 years
skills
See below
qualifications
-7+ years experience within the trust administration industry, ideally with exposure to both local and international clientele-Law, Business Administration or similar degree-Fiduciary professional with CTFA, CFP, AEP, JD, CPA or TEP -Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning-Initiative/proactive approach to problem solving-Good people/partner communication skills / team player-Knowledge of policies, procedures, regulatory requirements-High level of savvy and sophistication re: high net worth clients' concerns / issues-Ability to communicate and connect with high net worth clients-Ability to work in a high stress, fast paced environment-Excellent attention to detail and organizational skills-Excellent verbal and written communication skills with strong interpersonal skills
education
Bachelors
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