Senior Trust and Investment Officer

  • location: Lancaster, PA
  • type: Permanent
  • salary: $100,000 - $130,000 per year

job description

Senior Trust and Investment Officer

job summary:










Senior Trust & Investment Officer - $100,000 to $130,000 plus bonus





Excellent opportunity to join a small and well respected firm as a Trust and Investment Officer. Our client promotes a flexible hybrid schedule and has long had a corporate culture that embraces work / life balance.



This position is open based on growth and would be joining an established team. This position will play a key role in trust administration, trust accounting, investment analysis and a broad range of estate planning projects for high net worth clients.



Our client seeks a candidate with a minimum of five years of trust and investment industry experience. This would include expertise in trust administration, creating trust records, performing trust accounting and periodic reviews.



Bachelors Degree with a minimum of five years of experience required. Professionals with their Certified Trust and Financial Advisor (CTFA) designation are preferred.



Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.







E-mail-





adam.fisher@tatum-us.com







 
location: Lancaster, Pennsylvania
job type: Permanent
salary: $100,000 - 130,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 8 Years
 
responsibilities:
This position is open based on growth and would be joining an established team. This position will play a key role in trust administration, trust accounting, investment analysis and a broad range of estate planning projects for high net worth clients

 
qualifications:
Our client seeks a candidate with a minimum of five years of trust and investment industry experience. This would include expertise in trust administration, creating trust records, performing trust accounting and periodic reviews.

Bachelors Degree with a minimum of five years of experience required. Professionals with their Certified Trust and Financial Advisor (CTFA) designation are preferred.

 
skills: Investments
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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