Trust Officer

**In order to be considered for this position you must apply online at: **https://www.isabellabank.com/about-us/careers.html # Position Title: Trust Officer # Reports To: Trust Manager ## General Purpose: Business development, administer trusts, estates, and investment management accounts. ## Responsibilities: - Administer personal trusts, estates, investment management accounts in accordance with terms and provisions of the governing document. - Ensure that assets are invested according to the Investment Policy Statement and consistent with the purpose of the trust and/or account objective. - Manage client relationships by providing a high-level of client satisfaction. - Develops new account relationships through community and professional visibility. - Engage in client expansion and cross-serving for bank services. - Actively pursues new business and expands market presence of Isabella Wealth by building and maintaining relationships with clients, bank employees, attorneys, and other centers of influence to generate leads. - May supervise, coach, train, and mentor other Isabella Wealth staff. - Responsible for various projects. - Other duties as assigned. ## Qualifications: ## Education/Experience - Bachelors' Degree required in Finance, Accounting, or Business. - Certified Trust and Financial Advisor (CTFA) designation or Certified Financial Planner (CFP) designation preferred. - Minimum of 5 years of Trust experience. ## Skills - Ability to retain clients and develop new business. - Goal oriented and self-starter. - Demonstrates analytical and decision making skills. - Effectively work as a team member and independently