Summary: This role manages a book of mostly trust accounts, provides fiduciary guidance, trust administration services, and delivers exceptional client service. This role involves relationship management, trust administration, estate planning support, and coordination with internal and external professionals to ensure clients' long term financial and estate planning goals are met.
The salary for this role will be between $90,000 and $145,000. The specific salary offered will depend on several factors including but not limited to applicant's skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards
Job Functions:
Experience and Education:
Bachelor's degree or the equivalent combination of education, training and experience. Cannon or ABA accreditations preferred (specifically CTFA or CFP)
Knowledge, Skills and Abilities:
Physical Demands:
While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to frequently use computer and office equipment, such as a computer, printer, and copier, as well as computer software such as Microsoft Office. This position also frequently requires being stationary at a workstation for long periods of time. The employee also needs to be able to adapt well in the face of workplace stressors such as customer service complaints and competing priorities of reasonable or high significance.
Trust Officer • Vancouver, WA, United States
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