VP - Trust Officer (Abilene, TX Onsite)
On-site · Abilene, Texas, United States
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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