| Trust Officer I Job Description |
 |
| The following is a full job description for Trust Officer I. Here are the requirements and responsibilities for Trust Officer I along with statistics. If after reading this page you determine that Trust Officer I is not the position you are looking for, you may want to try one of these similar titles: Trust Operations Officer, Trust Officer II, Trust Officer III, Trust Clerk I, Top Trust Executive, Trust Team Manager, Trust Administrator, Trust Administration Assistant, Fraud Investigation Officer |
|
| Requirements and Responsibilities For Trust Officer I |
| Assists in the administration of a trust account portfolio or administers a small portfolio of simple accounts and develops business relationships with clients. Facilitates internal service coordination to resolve issues and respond to client requests. Provides consultation on financial and wealth management matters. Typically requires a Bachelor's degree. Typically reports to a manager or head of a unit/department. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. |
| |
|
| Also referred to as: Trust Portfolio Administration Officer I |
|
| Similar Jobs: Trust Operations Officer, Trust Officer II, Trust Officer III, Trust Clerk I, Top Trust Executive, Trust Team Manager, Trust Administrator, Trust Administration Assistant, Fraud Investigation Officer |
|
| Level of Education: Trust Officer I Salaries with No Diploma, Trust Officer I Salaries with a High School Diploma or Technical Certificate, Trust Officer I Salaries with an Associate's Degree, Trust Officer I Salaries with a Bachelor's Degree, Trust Officer I Salaries with a Master's Degree or MBA, Trust Officer I Salaries with a JD, MD, PhD or Equivalent |
|
|
| Industries: Business Services, Financial Services | |
