advertisement
Aug 17, 2005 12:00 PM
Job 5420: Personal Trust Administrator
Location City: Northwestern CT
Location State: CT
Base Salary: $60,000 - $65,000 DOE
Bonus & Incentives: Bank has a performance shares bonus
plan that proportionately compensates all employees based upon the
company's financial results. Historically plan pay-out has ranged
8-10%
Position Responsibilities: Become a key player within our
client's management succession plan. Join this $400+M trust group,
part of a highly successful high touch / high performance community
bank located in a region that can only be adequately described as
idyllic! You'll be accountable for every aspect of your assigned
personal trust relationships. Besides administering a book of
accounts and proactively building trusted advisor relationships
with your clients, you will provide client specific investment
management advice using a highly successful investment model. As a
trust administrator, you will maintain regular client communication
as part of a commitment to personalized service, and will have the
opportunity to seek additional ways to expand current client
relationships.
Education and Certifications/Licenses: Bachelors, CTFA
preferred
Mandatory Minimum Qualifications: * Bachelor degree or
equivalent trust experience. * 7-10 years personal trust
administration experience. * Proven investment advisory and
investment management experience. * Dedication to proactively
serving client needs by building and maintaining relationships. *
Experienced at periodically performing client calls. * Excellent
communications skills - written and verbal. * PC literate and
knowledge of trust accounting systems. * Exceptional interpersonal
skills and collegial work attitude.
Preferred Qualifications: * Some qualified retirement plan
experience preferred. * Experienced at periodically performing
client calls.
Additional Comments: EMPHASIS IS ON PERSONALIZED SERVICE
FOCUSING ON CLIENT RETENTION. THIS IS NOT A SALES JOB .
Benefits: Medical, dental, life insurance, short-term &
long term disability, defined benefit & 401k savings plans,
flexible spending accounts, generous time-off schedule
Overnight Travel: Limited
Relocation Assistance: Yes
Special Note: Please respect our recruiting members' time by
only replying to positions where your experience meets the
qualifications specified. Due to the large volume of responses we
receive we regret we are unable to respond to every
applicant.
To apply for this Job: please send your resume to
<renaissance@nbn-jobs.com>
and reference the job number.
Acceptable Use Policy blog comments powered by Disqus
Videos
advertisement
T&E eNewsletters
Wealth Watch 
Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
Latest from Wealth Watch
Tech. Review 
Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.
Latest from Tech. Review
2011 Trust Glossary
Click here to download the 2011 Trust Glossary
50 Years Ago This Month
| 50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb. |
Conrad Teitell's Guide to Tax Benefits For Charitable Gifts
Click here to view the most up to date guide (September 2011)
Press Releases
advertisement
advertisement










