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,