Job Description
Sr. Trust Officer
Los Gatos, CA (Hybrid)
Description
Our client is an established and expanding wealth management firm with over $18B in assets, is seeking a Trust Officer, who will be responsible for fiduciary and client relationship management of individual wealth management accounts, including those where the Trust Company serves as Trustee, Executor or Agent for various account types, including agency, retirement, foundation, charitable, revocable, and irrevocable trust accounts.
The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.
Duties and Responsibilities
Requirements
Salary Description
90,000 - 135,000
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