JoCo
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http://www.joco.com
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Relationship Manager
Job Description
What is the position?
The Trust Officer manages a portfolio of fiduciary and investment accounts for high-net-worth individuals and families. This role emphasizes exceptional client service, trust administration, and collaboration with advisors to meet financial goals and drive growth opportunities.
What are the responsibilities?
As a Trust Officer, you will:
What are the requirements?
You would be really happy here if:
The Trust Officer manages a portfolio of fiduciary and investment accounts for high-net-worth individuals and families. This role emphasizes exceptional client service, trust administration, and collaboration with advisors to meet financial goals and drive growth opportunities.
What are the responsibilities?
As a Trust Officer, you will:
- Foster strong relationships with clients, beneficiaries, and advisors to understand their financial goals.
- Oversee account administration, ensuring compliance with legal and company standards.
- Develop and adjust investment strategies aligned with client objectives.
- Educate clients on trust services and collaborate with professional advisors for comprehensive wealth management.
- Represent the organization at community events to build connections.
What are the requirements?
- Bachelor’s degree in finance, business, or a related field (JD/MBA preferred)
- 3+ years of experience in financial services, investments, or trust administration
- Familiarity with estate planning and investment products
- Certifications like CPA, CFP, or CTFA are a plus (support available for obtaining them)
- Strong organizational, communication, and client-service skills
You would be really happy here if:
- You can grasp complex subjects and develop optimal strategies to achieve results.
- You proactively seek details and understand their importance in contributing to the success of a project.
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