- Relationship Management: Proactively communicates with clients and referral sources via phone, email, and in-person to build trust and develop a referral network.
- Fiduciary Administration: Manages assigned trusts, estates, and fiduciary accounts in compliance with legal and regulatory requirements.
- Strategic Planning: Assist Execute Team to develop a strategic plan that maintains current clients and develop strategies to grow the company's client base and revenue stream.
- Asset Management: Coordinates with investment officers to manage trust assets and oversees distributions.
- Business Development: Represent the organization at industry events, conferences, and networking opportunities in professional associations and community settings.
- Perform additional duties as needed to support organizational and client success.
- 3-5 years of banking, trust administration, legal or financial services experience.
- A bachelor's degree in finance, accounting, or law is preferred.
- Expertise in trust administration and developing relationships for growing client base.
- Strong interpersonal skills to develop relationships with clients and strategic partners.
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This role manages a book of mostly trust accounts provides fiduciary guidance trust administration services and delivers exceptional client service. · ...
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Client Relationship Trust Officer · Onsite – Vancouver, WA · $140,000/year · The Client Relationship Trust Officer manages, administrates, and acts as the primary contact for assigned fiduciary accounts, ensuring assets are managed according to trust documents and legal regulatio ...
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As the largest privately-held commercial bank in the Pacific Northwest, our mission for over a hundred years has been achieving the utmost in client service through understanding and meeting the unique financial needs of our customers. Our Home Loan Division (HLD) is a critical p ...
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At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare. E ...
Vancouver $55,000 - $105,000 (USD) per year3 days ago
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At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare. E ...
Vancouver $70,000 - $120,000 (USD) per year19 hours ago
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Client Relationship Trust Officer - Vancouver - Specialized Recruiting Group - East Portland, OR
Description
Client Relationship Trust Officer
Onsite – Vancouver, WA
$140,000/year
The Client Relationship Trust Officer manages, administrates, and acts as the primary contact for assigned fiduciary accounts, ensuring assets are managed according to trust documents and legal regulations. They will identify potential partnerships that align with the company's goals. Build a strong professional network to generate leads and stay updated on industry trends.
Key Responsibilities
Required Skills and Qualifications
*Located in Portland, Specialized Recruitment Group is an esteemed, niche-based professional recruitment firm that thrives in partnering with companies at the local, regional, and national levels to identify exceptional talent across diverse industries. Our expertise spans across Engineering, Accounting/Finance, Executive positions (Managers, Directors, Vice Presidents, and C-Suite), Human Resources, Logistics, Manufacturing and Industrial Leadership, Marketing/Advertising, Creative, Sales, Procurement, Supply Chain Management, Legal, and Information Technology. We are committed to excellence by providing clients with customized and professional recruitment solutions.*
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Trust Officer
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Trust Officer
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Client Relationship Trust Officer
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Director of Trust Services
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Trust Administrative Assistant
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Trust Administrative Assistant
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Financial Advisor
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Client Relationship Associate
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Independent Financial Advisor
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Clinical Testing Psychologist
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Clinical Testing Psychologist
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