Personal Trust Administrator

Location: Benton Harbor, Michigan
Date Posted: 08-31-2017
Our client, a successful, well respected, stable, community bank, seeks a Personal Trust Administrator in the Benton Harbor area.  Work for a Bauer 5 star institution that has been named a “Best Company to Work For" in their region and size.

Job Description

As Personal Trust Administrator you will:
  • Act as Relationship Manager for trust and investment management accounts
  • Work with clients to determine their personal and financial needs/goals
  • Participate in sales with warm leads from the bankers. 
  • Be part of the professional community i.e. estate planning group; meet with lawyers, CPA’s. 
  • Enjoy autonomy as you will report to a manager in another location.

Qualifications

As Personal Trust Administrator, you will:
  • Have a minimum of 5 – 8 years experience in wealth management (personal trust experience preferred)
  • Have experience in wealth management working with high net worth individuals
  • Have an understanding of trusts both revocable/irrevocable
  • Be a self starter
  • Have sales experience
  • Have demonstrated Community Involvement
  • Bachelors degree required
  • CFP, CTFA, CPA, or JD a plus (not required)
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