Trust Administrator Team Lead at Valley Center

Job Description

Trust Administrator Team Lead

 

My client is a highly successful bank that is ranked in the top 5 best performing banks in the $5-billion to $50-billion asset size category. They weathered the financial crisis without TARP assistance, have an extremely high customer satisfaction rating, and consistently outperform the market regardless of the financial climate.

 

They are seeking a Trust Administrator Team Leader to provide leadership and management of a team of administrators and assistants. In addition this person will handle their own book of business, which consists primarily of the most important relationships. They must provide leadership and management of the team, which includes coaching, training, reviewing revenue per desk numbers and sales to help team members reach their goals. They will be responsible for the profitability of their team. Ideally, this person will be able to make fiduciary decisions, have a strong understanding of Trust Administration & be comfortable with Relationship Management and Business Development.

 

The desired candidate must possess:

·BS and a minimum of 5, preferably 10 years experience in Trust Administration, Banking or Investment Management in a fast paced environment with a focus on accuracy, service and accountability to deliver results, both individually and with a team.

·Advanced Designations like a J.D. or CTFA

Job Requirements

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services industry insiders working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

To apply for this position, submit your resume by choosing one or more of the following:

1.)  ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)  Fax resume with cover letter to: 314-991-9586. Attention: Kim Carlson. Please refer to job reference code JMS/Lead

 

NO CALLS PLEASE

 

 

Country: USA, State: Kansas, City: Valley Center, Company: Westport One.