| Trust Officer II Job Description |
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| The following is a full job description for Trust Officer II. Here are the requirements and responsibilities for Trust Officer II along with statistics. If after reading this page you determine that Trust Officer II is not the position you are looking for, you may want to try one of these similar titles: Trust Operations Officer, Trust Officer I, Trust Officer III, Trust Clerk II, Top Trust Executive, Trust Team Manager, Trust Administration Assistant, Trust Administrator, Trust Manager - Operations |
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| Requirements and Responsibilities For Trust Officer II |
| Administers trust accounts and manages relationship with clients. Identifies and develops new business relationships and cross selling opportunities with existing clients. Advises clients on tax, investment or other financial matters. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Occasionally directed in several aspects of the work. Gains exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience. |
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| Also referred to as: Trust Portfolio Administration Officer II |
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| Similar Jobs: Trust Operations Officer, Trust Officer I, Trust Officer III, Trust Clerk II, Top Trust Executive, Trust Team Manager, Trust Administration Assistant, Trust Administrator, Trust Manager - Operations |
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| Level of Education: Trust Officer II Salaries with a Bachelor's Degree, Trust Officer II Salaries with a Master's Degree or MBA, Trust Officer II Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Financial Services | |
