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Provision People22 months ago

VP - Trust Officer (Abilene, TX Onsite)

On-site · Abilene, Texas, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

VP - Trust Officer to manage 150-200 trust and investment accounts, including revocable and irrevocable trusts and IRAs, plus estate administration and settlement. Works with higher-profile clients on more complex accounts and balances, with a sales element generated through community engagement. Requires 5+ years of trust administration experience, solid investments knowledge, and a bachelor’s degree in finance or accounting. CFP, CTFA, or JD are a plus.

Required Qualifications

  • 5+ years of experience with trust administration
  • Knowledgeable in investments
  • Bachelors’ degree in finance or accounting
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Provision People

VP - Trust Officer (Abilene, TX Onsite)

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