Trust Officer Job at ECG Resources, Louisville, KY

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  • ECG Resources
  • Louisville, KY

Job Description

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

Job Tags

Relocation package,

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