Trust Office Manager

Trust Office Manager

This role is for a Trust professional who wants to manage a team to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.

Trust Office Manager Qualifications:

• Bachelor’s degree or equivalent.
• JD and/or Masters degree preferred
• 5+ years of relevant trust administration/officer experience.
• 2+ years of management experience 
• Strong team mate who enjoys collaboration with internal partners
• CTFA, CFP, CFA, CES, or equivalent preferred
• Trust investment knowledge and/or expe...