Trust Officer

ECG Resources

Trust Officer

Louisville, KY
Full Time
Paid
  • Responsibilities

    Strategic, growth-driven Trust Company in Louisville, Kentucky is expanding its team and actively seeking an experienced Trust Officer. Great opportunity to manage a book of business with 30-40 high-net-worth families/households, with strong advancement potential.

    • Assume responsibility for a portfolio of 30-40 families/households, ensuring high-quality service and client satisfaction.
    • Actively collaborate as a key member of the service team, engaging directly with clients to address their trust and fiduciary needs.
    • Support the Senior Trust Officer in fiduciary decision-making and overseeing trust administration functions.
    • Review and interpret trust documents, providing guidance on procedures for disbursements and other trust accounting transactions.
    • JD or CTFA is a plus
    • 5+ years of experience

                                              Relocation Assistance Available