Institutional Trust Officer

Company: VirtualVocations
Location: Racine
Posted on: November 14, 2024

Job Description:

A company is looking for an Institutional Trust Officer II to manage institutional trust accounts and client relationships.

Key Responsibilities

Administer complex institutional accounts and ensure compliance with legal and fiduciary regulations
Deliver comprehensive client services to grow the Institutional Asset Management business
Manage risk and resolve legal and compliance-related issues for assigned accounts

Required Qualifications

3+ years of relevant industry experience
Bachelor's degree
Institutional trust experience
Experience serving Trust customers
Experience with client interaction

Keywords: VirtualVocations, Fond du Lac , Institutional Trust Officer, Other , Racine, Wisconsin

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