Trust Relationship Officer - Kalamazoo
$70,000–$90,000 year
Remote · Kalamazoo, Michigan, United States or United States
Kalamazoo, Michigan, United States or United StatesRemoteFull Time$70,000–$90,000 yearMid LevelBachelors DegreeSmall
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Small
Job Summary
The Trust Relationship Officer is responsible for managing client relationships, providing high-touch communication and service, assisting in the development of personalized wealth management plans, and ensuring fiduciary excellence in trust administration.
Required Qualifications
- Bachelor's Degree
- Minimum 3 years' experience in estate planning or trust administration
- Strong customer service skills
Desired Qualifications
- Experience with client support in wealth management or trust administration
- Sales experience in a service-related field
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