Please submit resume to taghutch@arnoldgrouphr.com to apply. Pay Rate/Range. $62,000.00-$72,000.00/yr. Description. Will perform administration, accounting and customer service on fiduciary accounts while ensuring compliance requirements are met for each account, along with timely, efficient service to clients. Will complete the entire onboarding process for new accounts, gather estate assets, including the responsibility of conducting inventory...
The Trust Officer position would be responsible for both account administration and investments in clients portfolio. The officer would be required to meet with current clients as well contacting potential clients for the Asset and Investment Management. This position requires basic knowledge of investments, trusts, IRAs, retirement planning, and estate planning. The trust officer position also requires understanding and calculations of RMD (requ...
