New Hampshire Licensed Trust Officer

Job Summary

A company is looking for a VP & Senior Trust Officer.

Key Responsibilities

• Develop and strengthen personalized, professional relationships with clients and financial advisors
• Administer trust accounts according to relevant laws and manage distributions and annual reviews
• Facilitate new business development and onboard new accounts through initial reviews and proposals

Required Qualifications, Training, and Education

• Bachelor's degree or CTFA designation
• A minimum of 10 years of relevant experience in trust administration
• Demonstrated proficiency serving in a trust officer capacity
• Working knowledge of applicable trust administrative policies and procedures
• Familiarity with trust reporting software and Microsoft Suite applications