Position Title:    Trust Officer

Reports To:         Trust Manager

General Purpose: Business development, administer trusts, estates, and investment management accounts.

Responsibilities:

• Administer personal trusts, estates, investment management accounts in accordance with terms and provisions of the governing document.


• Ensure that assets are invested according to the Investment Policy Statement and consistent with the purpose of the trust and/or account objective.


• Manage client relationships by providing a high-level of client satisfaction. 


• Develops new account relationships through community and professional visibility.


• Engage in client expansion and cross-serving for bank services.


• Actively pursues new business and expands market presence of Isabella Wealth by building and maintaining relationships with clients, bank employees, attorneys, and other centers of influence to generate leads.


• May supervise, coach, train, and mentor other Isabella Wealth staff.


• Responsible for various projects.


• Other duties as assigned.

Qualifications:

Education/Experience

• Bachelors’ Degree required in Finance, Accounting, or Business.


• Certified Trust and Financial Advisor (CTFA) designation or Certified Financial Planner (CFP) designation preferred.


• Minimum of 5 years of Trust experience.

Skills

• Ability to retain clients and develop new business.


• Goal oriented and self-starter.


• Demonstrates analytical and decision making skills.


• Effectively work as a team member and independently