Trust and Wealth Management Officer job at Hilltop Bank Wyoming, MI, US

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,

Similar Jobs

Cookie Finance

Data Scientist Job at Cookie Finance

...customers and employees to make finances for creators simple and empowering. Position Overview: We are looking for a talented data scientist to join our growing engineering team. We are developing a product within our Cookie Jar platform that combines financial data...

Hum

Remote- Systems Engineering - Job at Hum

Hum was founded in 2019 to make rail transportation safer and smarter. Our products provide railroads, rail shippers, and railcar owners with the most advanced sensors for application like predictive railcar maintenance, live railcar weights as accurate as a scale, and...

IN DEMAND Recruitment & Consulting Inc.

Reliability Engineer Job at IN DEMAND Recruitment & Consulting Inc.

HIRING: Reliability Engineer Fixed Equipment Ashtabula, OH | Global Chemical Manufacturing Leader IN DEMAND Recruitment & Consulting... ...Engineer , maintaining fixed equipment integrity across the site. You'll manage inspection regimens, oversee the plants...

Ringside Talent

Head of Recruitment and Human Resources Job at Ringside Talent

...We are looking for an HR Director to work for our client. The ideal candidate aligns with the responsibilities and qualifications outlined below. Responsibilities: Develop and implement HR strategies and initiatives that align with the company's objectives and...

VOYlegal

Tax Attorney Job at VOYlegal

...directly with two law firm clients to identify qualified mid to senior tax associates/counsel/partner candidates: (1) Mid-market law firm... ...UNPOSTED chambers ranked mid-market law firm seeking senior tax attorney candidates with 10-25 years of experience. Significant...