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Senior Trust Officer
Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients. Credentials / Experience: Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) Minimum of 8 years of trust administration and estate planning experience Key attributes / competencies: Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning Initiative/proactive approach to problem solving Creative though p


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