senior trust and investment officer in lancaster

posted
contact
adam fisher, tatum executive services
job type
permanent
salary
US$ 80,000 - US$ 120,000 per year
apply now

job details

posted
location
lancaster, pennsylvania
job category
Financial Services
job type
permanent
working hours
8 to 5
salary
US$ 80,000 - US$ 120,000 per year
experience
5 Years
reference number
499523
contact
adam fisher, tatum executive services
phone
717-945-6950

job description

job summary:

Trust & Investment Officer - $80,000 to $120,000 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: $80,000 - 120,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 5 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.

skills

Investments

qualification

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.

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

educational requirements

Bachelor's degree