LHH · 3 days ago

Trust Officer

Atlanta Metro

Full-time

Remote

Mid, Senior Level

$70K/yr - $72K/yr

5+ years exp

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Responsibilities

Accountable for managing the IRA, revolving credit, annual operating plan, work in progress and complex situations that require a high level of technical expertise and knowledge.

Reviews and approves annual operating plan and work-in-progress submissions, monitors progress and approves a wide range of engagement for new accounts.

Responsible for servicing the Enterprise wide Private Bank as well as niche external client base. Along with internal support partners (Financial Analysts, Sales, Tax, Compliance, Specialist Asset Management (SAM), ART, Operations, Technology Groups and Trust Administration, etc.)

SFO I will be expected to ensure accurate, timely and efficient administration, and to manage business risk with the guidance of more senior members.

May act as a technical resource within the larger group and or with field based officers.

Qualification

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Private BankingIRA RetirementWealth ManagementClient Relationship ManagementMicrosoft Office SuiteChartered Market TechnicianPACESalesforceFirst System