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Bachelors Degree.8+ years of wealth management, trust, investment management and sales experience in the financial services industry.Experience with 401k plan... - Indeed
The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested... - Indeed
Develop new trust and investment fee business (80%). Fifteen to twenty years of Trust Administration experience with an emphasis on portfolio management.... - Indeed
Qualified candidates will possess a minimum of 5 years prior Trust Officer experience with proven personal trust administration, business development and... - Indeed
The Trust Officer - Institutional administers all trust, custody and escrow arrangements created by institutional clients of BBH&Co.... - Indeed
The Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required... - Indeed
Handle termination of trusts in coordination with our Trust Counsel, Investment Department, Tax Department, and other outside parties.... - Indeed
Minimum 5 years Portfolio Management and Investment Analysis experience with a Trust Department or Asset Management Company.... - Indeed
They would prefer to find someone with 5 plus years of personal trust experience and preferably with their JD but is not required. NM.... - Indeed
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