Website Robert Half International
The Robert Half International is looking for highly talented individuals in their Novato, CA offices. Motivated candidates are encouraged to apply for the Senior Trust Officer. Top notch communication and teamwork skills will be preferred.
Organization: Robert Half International
Location: Novato, CA
Our client was voted by their employees as one of the ?Best Places to Work? in the North Bay Business Journal ten years in a row, and is seeking an experienced Trust Officer to join the team!
Primary responsibilities will be properly administering and performing all duties on various types of trusts and managing relationships with beneficiaries and other clients of the Wealth Management and Trust Department. Position includes extensive client contact and requires in-depth knowledge of trust, tax, investment management and related areas including fiduciary accounting, investment portfolio theory, personal finance, real estate, and estate planning. The Trust Officer will be expected to work independently as well as in cooperation with members of the Wealth Management and Trust Department and other Bank staff. The officer will be expected to participate in business development which may include participation in detail oriented and/or community organizations, cultivating and closing new business, and direct contact with experience in prospects. The ideal candidate will have the skills and personality type suitable to engage in networking with legal, accounting and insurance professionals throughout the Bay Area.
Qualifications: Substantial experience with trust administration. Solid understanding of investment management with particular emphasis on UPIA. Prior experience successfully cultivating and closing new business preferred. Strong analytical and communication (both verbal and written) skills. Dedicated client service focus. High integrity with strong work ethic. Team/people oriented personality with efficient. Organized with good time management skills. Attention to detail and ability to multi-task.
Education and Experience: Bachelor?s degree (BA) from four-year college or university. Law degree with experience in Estate Planning or CTFA certification from ABA is preferred. Minimum 5 to 10 years proven trust administration experience. Proficiency in and practical work experience with Microsoft Office Suite (Word, Outlook and Excel) required.
Account Analysis, Account Management, Asset Management, Cash Flow Management, Corporate Trust, Investment Banking, Investment Portfolio, Investments
Robert Half Finance & Accounting, the world’s leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we’ve been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don’t take our word for it. Our company has appeared on Fortune® magazine’s list of “World’s Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.