Title VP / AVP / Trust Officer – 1731
Categories Banking, Finance
Location Burlington, VT
Job Information

Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, trust policy, state fiduciary statutes, banking regulations, and federal/state laws. The overall complexions of the accounts vary in nature, size, and complexity. The types of accounts serviced include but are not limited to: non-discretionary and discretionary agency accounts, directed and discretionary IRAs, guardianships/conservatorships, estate settlement accounts, and various types of trusts including revocable, irrevocable, irrevocable life insurance trusts (ILIT), supplemental needs, and testamentary.

Experience 5+ yrs.
Qualifications & Requirements

5+ yrs. trust industry exp. with at least three 3+ yrs. exp. as a Trust Officer. BS degree in Business or Accounting, MBA and JD degree preferred. Either completed or in process of completing courses to attain industry certification, (CFTA)

Education JD, MBA
Salary competitive
Apply Now