Trust Officer - Tarrytown
1 month ago

Job summary
The Trust Officer is responsible to develop deepen and maintain relationships with investment management clients trust clients beneficiaries and other interested parties for an assigned book of business.Responsibilities
- Performs responsibilities related to creating and administering personal trusts investment agency IRA (Individual Retirement Accounts) and guardianship accounts serving as the primary contact for customers.
- Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients' financial goals.
- Recommends appropriate products and services to meet needs based on objectives tax estate needs risk tolerance proper asset allocations.
Job description
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