Location City: Northwestern CT
Location State: CT
Base Salary: $60,000 - $65,000 DOE
Bonus & Incentives: Bank has a performance shares bonus plan that proportionately compensates all employees based upon the company's financial results. Historically plan pay-out has ranged 8-10%
Position Responsibilities: Become a key player within our client's management succession plan. Join this $400+M trust group, part of a highly successful high touch / high performance community bank located in a region that can only be adequately described as idyllic! You'll be accountable for every aspect of your assigned personal trust relationships. Besides administering a book of accounts and proactively building trusted advisor relationships with your clients, you will provide client specific investment management advice using a highly successful investment model. As a trust administrator, you will maintain regular client communication as part of a commitment to personalized service, and will have the opportunity to seek additional ways to expand current client relationships.
Education and Certifications/Licenses: Bachelors, CTFA preferred
Mandatory Minimum Qualifications: * Bachelor degree or equivalent trust experience. * 7-10 years personal trust administration experience. * Proven investment advisory and investment management experience. * Dedication to proactively serving client needs by building and maintaining relationships. * Experienced at periodically performing client calls. * Excellent communications skills - written and verbal. * PC literate and knowledge of trust accounting systems. * Exceptional interpersonal skills and collegial work attitude.
Preferred Qualifications: * Some qualified retirement plan experience preferred. * Experienced at periodically performing client calls.
Additional Comments: EMPHASIS IS ON PERSONALIZED SERVICE FOCUSING ON CLIENT RETENTION. THIS IS NOT A SALES JOB .
Benefits: Medical, dental, life insurance, short-term & long term disability, defined benefit & 401k savings plans, flexible spending accounts, generous time-off schedule
Overnight Travel: Limited
Relocation Assistance: Yes
Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.