Feb 20, 2018

Trust Officer

  • Franklin Paterson
  • Canton, OH, USA
Full time Banking Financial Services

Job Description

Canton , OH , United States 

Provide estate and elder planning fiduciary services investment management beneficiaries and account management for trust and other fiduciary accounts. Provide retirement planning consultation to members on mortgage options provide information on estate planning market trust services to members conduct annual investment and administrative reviews of fiduciary accounts with the responsibility to grow the business and manage clients.

Strategic planning staying abreast of current and potential developments through trade credit union banking and business publications on Trust practices developing expansion plans for the trust department and business growth are key for this assignment.

5 years of Trust and Credit experience - developing and reviewing trust related processes, procedures, documents with a Bachelors degree in a related field. Law degree a plus.

• EDUCATION: Bachelors Degree.

• JOB DURATION: This job is full time



Banking, Financial Planning-Advising

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