Trust and Wealth Management Officer Job at Hilltop Bank, Wyoming, MI

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  • Hilltop Bank
  • Wyoming, MI

Job Description

DESCRIPTION:  Hilltop Bank’s Trust & Wealth Management Department is a full-service Trust department. Officers are responsible for the administration of Revocable and Irrevocable Trusts, Estates, Conservatorships, Investment Management Accounts and IRAs.

 

PRIMARY DUTIES/ RESPONSIBILITIES:

  • Attract, grow, and retain a portfolio of trust relationships
  • Personal trust and estate administration
  • Investment management
  • Facilitate client meetings and presentations
  • Compliance with state and federal regulations and department and bank policies
  • Provide opportunities for relationship building by involving oneself in civic and community organizations and industry related groups

QUALIFICATIONS:

  • Excellent client relationship skills
  • 3+ years of Trust Administration and/or Estate Administration experience or Bachelor’s degree in related field with less than three years Trust/Wealth Management experience
  • CTFA or other related certification desired
  • High level of accuracy, detail oriented
  • Proficiency with Microsoft Word, Excel

This is a Full-Time Position

Hilltop Bank is an EEO Employer

No established salary range

No Recruiters Please.

Job Tags

Full time,

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