gpac
Trust Officer
gpac, Toledo, Ohio, United States, 43614
Job Description
We are seeking an experienced trust officer for a client company to provide investment management and trust administration services to high-net-worth clientele. As a trust officer, you will be responsible for managing personal trust accounts and estates as well as developing customized solutions to assist clients in meeting their wealth management goals.
Responsibilities:Administer personal, estate, and charitable trust accountsAct as fiduciary to make and implement investment decisions per the terms of trustsPrepare detailed asset allocation recommendations and implement investment strategyAnalyze trusts and provide creative solutions to help minimize taxes and transfer costsCommunicate regularly with grantors, beneficiaries, attorneys, CPAs, and brokersEnsure compliance with all state and federal laws/regulations related to trust administrationRequirements:
5+ years of trust operations and investment portfolio management experienceCFP or CTFA designation preferredSeries 65 license requiredExcellent client service orientation and communication skillsStrong aptitude for analyzing complex trust structures and tax implicationsProficiency with financial planning and portfolio modeling software
As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions. This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management.
To apply, please email your resume and the reason you believe you would be the right fit for this position to sydney.aucoin@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
We are seeking an experienced trust officer for a client company to provide investment management and trust administration services to high-net-worth clientele. As a trust officer, you will be responsible for managing personal trust accounts and estates as well as developing customized solutions to assist clients in meeting their wealth management goals.
Responsibilities:Administer personal, estate, and charitable trust accountsAct as fiduciary to make and implement investment decisions per the terms of trustsPrepare detailed asset allocation recommendations and implement investment strategyAnalyze trusts and provide creative solutions to help minimize taxes and transfer costsCommunicate regularly with grantors, beneficiaries, attorneys, CPAs, and brokersEnsure compliance with all state and federal laws/regulations related to trust administrationRequirements:
5+ years of trust operations and investment portfolio management experienceCFP or CTFA designation preferredSeries 65 license requiredExcellent client service orientation and communication skillsStrong aptitude for analyzing complex trust structures and tax implicationsProficiency with financial planning and portfolio modeling software
As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions. This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management.
To apply, please email your resume and the reason you believe you would be the right fit for this position to sydney.aucoin@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.