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Personal Trust Administrator
Job Opportunity at
Posted on Aug 14
+1 (918) 496-9477
Grand Rapids, MI
Our client, a successful, well respected, stable, community bank, seeks a Personal Trust Administrator in the
Benton Harbor/St. Joseph, MI
area. Work for a Bauer 5 star institution that has been named a “Best Company to Work For" in their region and size.
As Personal Trust Administrator you will:
Inherit a book of relationships.
Act as Relationship Manager for trust and investment management accounts
Work with clients to determine their personal and financial needs/goals
Participate in sales with warm leads from the bankers.
Be part of the professional community i.e. estate planning group; meet with lawyers, CPA’s.
Enjoy autonomy as you will report to a manager in another location.
As Personal Trust Administrator, you will:
Have a minimum of 5 – 8 years experience in wealth management (personal trust experience preferred)
Have experience in wealth management working with high net worth individuals
Have an understanding of trusts both revocable/irrevocable
Be a self starter
Have sales experience; no cold calling but have the ability to ask for business
Have demonstrated Community Involvement
Bachelors degree required
CFP, CTFA, CPA, or JD a plus (not required)
$80,000 to $110,000 DOE plus incentive on new business
Wealth Management, Trust
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