Trust Officer
Company: GPAC
Location: Lafayette
Posted on: April 26, 2024
Job Description:
Trust Officer: -This is a fantastic opportunity for candidates
who are experienced in trust administration and want to work for a
family-friendly and supportive environment in banking enironment.
-As a -Trust Officer, you will be responsible for managing trust
accounts and ensuring compliance with legal requirements. You will
work closely with clients to understand their financial goals and
develop personalized investment strategies to achieve
them.Essential Job Functions:
- Manage trust accounts and ensure compliance with legal
requirements
- Develop personalized investment strategies for clients
- Communicate with clients to understand their financial
goals
- Implement and execute investment plans in accordance with
clients' goals
- Oversee the distribution of trust assets and assess the need
for changes in investment strategiesSkills:
- 5 years of experience in trust administration
- JD or CTFA preferred
- Bachelor's degree in finance or related field
- Excellent communication skills
- Detail-oriented and analytical mindsetThis position offers a
generous compensation package, a great work / life schedule and
benefits such as dental insurance, health insurance, paid time off,
and vision insurance. At this company, they value family-friendly
work environments and supportive cultures.I partner with
institutions all overLouisiana and Mississippi, and work with other
GPAC recruiters in the U.S. to place qualified candidates with
strong companies. To be considered for this position and others,
please apply with a resume.With any more questions or inquiries,
email Wendy Hicks at wendy.hicks@gogpac.com.Wendy Hicks
-605-403-5157All 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.
Keywords: GPAC, Lake Charles , Trust Officer, Other , Lafayette, Louisiana
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