Grand Rapids Trust Officer

United States·Grandvillemid

OtherTrust Officer

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Key Responsibilities

Administer personal trusts, estates, investment management accounts in accordance with terms and provisions of the governing document.

Requirements Summary

Education/Experience Bachelors’ Degree required in Finance, Accounting, or Business.

Technical Tools

OtherTrust Officer

~1 min read

→Administer personal trusts, estates, investment management accounts in accordance with terms and provisions of the governing document.
→Ensure that assets are invested according to the Investment Policy Statement and consistent with the purpose of the trust and/or account objective.
→Manage client relationships by providing a high-level of client satisfaction.
→Develops new account relationships through community and professional visibility.
→Engage in client expansion and cross-serving for bank services.
→Actively pursues new business and expands market presence of Isabella Wealth by building and maintaining relationships with clients, bank employees, attorneys, and other centers of influence to generate leads.
→May supervise, coach, train, and mentor other Isabella Wealth staff.
→Responsible for various projects.
→Other duties as assigned.

~1 min read

Bachelors’ Degree required in Finance, Accounting, or Business.
Certified Trust and Financial Advisor (CTFA) designation or Certified Financial Planner (CFP) designation preferred.
Minimum of 5 years of Trust experience.