Trust Officer / Client Advisor - Gpac

GPAC is partnering with a leading Financial Services company that is looking for a Trust Officer/Client Advisor. This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive environment.

As a Trust Officer, you will be responsible for managing trust accounts and ensuring compliance with legal requirements. You will work closely with clients to understand their financial goals and develop personalized investment strategies to achieve them.

Essential Job Functions:

• Manage trust accounts and ensure compliance with legal requirements
• Develop personalized investment strategies for clients
• Communicate with clients to understand their financial goals
• Implement and execute investment plans in accordance with clients' goals
• Oversee the distribution of trust assets and assess the need for changes in investment strategies

Skills:

• 5 years of experience in trust administration.
• JD or CTFA preferred.
• Must have experience with building and managing a book of business.
• Excellent communication skills
• Detail-oriented and analytical mindset

This position offers a strong compensation package and generous commission structure and benefits such as dental insurance, health insurance, paid time off, and vision insurance. At this company, they value family-friendly work environments and supportive cultures.

For additional information on this opportunity, please contact Brenda Hoek directly at 605.705.4795.  Resumes may be confidentially sent to Brenda.hoek@gogpac.com.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.