Job Description
PA0220 Erie - 8th & State
Job Description
The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.
Essential Functions• Comply with Trust policies and procedures• Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts• Assist with sett personal goals and targets• Review customer account transactions daily• Oversee / schedule client distributions / bill payments• Schedule clie...
Job Description
The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.
Essential Functions• Comply with Trust policies and procedures• Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts• Assist with sett personal goals and targets• Review customer account transactions daily• Oversee / schedule client distributions / bill payments• Schedule clie...