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Chief Fiduciary Officer/Trust Director - Needed ASAP! |
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Company:
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AppleOne |
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Location:
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Pasadena, CA 91101 |
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Salary/Wage:
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150,000.00 /year |
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Status:
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Full Time, Employee |
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Job Category:
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Sales/Retail/Business Development |
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Job Description:
Job Description:
My esteemed banking client's Trust Division is in need of someone great who wants long term stability. The successful candidate for this position must have a minimum of (10) ten years of Wealth Management and Trust experience with 5+ years of direct management of Administrative and Relation Management Officers.
Responsibilities include: Serving as Chief Fiduciary Officer, providing guidance and expertise; Ensuring all accounts are administered under the laws pertaining to Personal Trust and ERISA accounts; Assist in the preparation of the annual budget and monitors expenses; Performs ongoing compliance of Trust administration and operational functions; Lead coordinator in the internal and external audits (FDIC and DFI); Maintain, revise and review all Trust Services policies and procedures; Meets with clients, prospects, accountants, attorneys, and other professional advisors; reviews all documentation and agreements prior to acceptance. Other duties include: Serving as Chairman of the Trust Committee and member of the Senior Trust Committee; Participating in the Bank's Risk and Compliance Management Committee and maintaining all Risk, BCP, Vendor, DR and other bank related compliance requirements.
Requires a (4) four-year college degree (Masters Degree a plus) and CTFA preferred. Must have excellent organizational and communication skills as well as a working knowledge of Excel and Trust software (industry related programs).
Apply for this great position as a chief fiduciary officer/trust director today!
Only those with the strongest Trust Administration, Audit, and Trust Management experience will be considered. Strong strategic vision and thinking outside the box is a must! Thank you for your time and response. You can view all of our jobs online at http://www.appleone.com/?sc=11&id=497412 
Searchable Keywords: Customer Service, Inside Sales, Outside Sales, Recruiting, Job Placement / gj-mo
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Company:
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AppleOne |
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Contact:
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Edward Cassas |
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E-mail:
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Apply by Email |
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Address:
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2425 Fair Oaks Boulevard, Suit
95825 |
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Phone:
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9164839180 |
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Fax:
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(916) 483-3157 |
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Reference Code:
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11452.1157.ec_TrustDirector.497412* |
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AppleOne is more than just a job. It's a place where you can find the flexibility to pursue your interests while building a career! With more than four decades of experience, our professional career counselors are skilled at matching great people with exceptional career opportunities.
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