Trust Officer
- Glenwood Springs, CO, United States
$85,000 to $115,000 USD / year
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Job details
- Pay
- $85,000 to $115,000 USD / year
- Apply by
- Posting language
- English
- Posted
Original job description
A community bank in Glenwood Springs is confidentially seeking an experienced Trust Officer to manage trust, estate, and fiduciary relationships across Garfield County and the Roaring Fork Valley. This client-focused role suits someone that enjoys working alongside families, attorneys, and CPAs.
Responsibilities:
- Run day-to-day administration on trusts, estates, guardianships, and agency accounts
- Be the go-to contact for clients, co-fiduciaries, and beneficiaries
- Read governing documents carefully and administer accounts to those terms
- Team up with portfolio managers, counsel, and tax advisors
- Expand the trust book through referrals and local relationships
- Hold every account to fiduciary standards and regulatory expectations
Qualifications:
- Business or Finance bachelor's, or a closely related field
- Three-plus years administering trusts
- CTFA or comparable credential preferred
- Good judgment with discreet, clear communication
- Detail-minded, organized, and careful with confidential matters
Competitive salary and bonus.
I recruit for banks all across Colorado and the Rocky Mountain region and hear about many roles before they're posted. If this one isn't quite the fit, contact me anyway, and we can have a confidential conversation about other opportunities worth a look.
How to apply: No cover letter needed. Just send your resume, or text/call me at 605-705-3077 or email logan.hovland@gogpac.com.
Logan Hovland (Search Consultant with GPAC)
More about this job
Skills
- Manage accounts
- Communication skills