Trust Investment Officer
$31,200–$31,200 year
HybridSt. Petersburg, Florida, United States
St. Petersburg, Florida, United StatesHybridFull Time$31,200–$31,200 yearBachelors DegreeFinancial ServicesLarge
Full TimeBachelors DegreeLargeFinancial Services
Job Summary
Review trust account assets to determine proper allocation, security types, and investment selections, then conduct annual reviews to identify and resolve necessary actions per policy. Attend client and Financial Advisor meetings to discuss investments and present at the monthly Trust Investment Committee. Approve portfolio adjustments and manage projects through their lifecycle, including planning, scheduling, and performance evaluation. Train associates to ensure consistency and accuracy while maintaining compliance with company policies.
Required Qualifications
- Bachelor's Degree (B.A.) in Finance, Business, Accounting or a related discipline
- Minimum of three (3) to five (5) years of experience in Investments
- Equivalent combination of experience, education, and/or training approved by Human Resources
Desired Qualifications
- Series 7 and 63 Preferred
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