AVP, Trust & Wealth Management
About The Position
Lead with Excellence. Build trusted relationships. Shape long‑term financial outcomes. At Hickory Point Bank & Trust, our Trust and Wealth Management team plays a critical role in helping clients protect, manage, and grow their assets across generations. As an Assistant Vice President (AVP) of Trust and Wealth Management, you will serve as a trusted advisor while overseeing the administration and investment management of fiduciary and wealth management relationships. This is an opportunity to apply sound judgment, fiduciary expertise, and investment discipline while contributing to the growth and long‑term success of our Trust and Wealth Management Department. In addition to managing a portfolio of fiduciary and wealth management accounts, the AVP partners closely with internal teams and supports business development efforts in the Decatur market. If you are energized by relationship management, fiduciary responsibility, and making a meaningful impact within a community bank, this role offers both responsibility and professional growth.
Requirements
- Advanced knowledge of fiduciary administration, trust operations, and investment management
- Strong understanding of regulatory requirements, risk management, and fiduciary best practices
- Ability to analyze and interpret complex trust documents, wills, and court orders
- Excellent written and verbal communication skills with the ability to explain complex concepts clearly
- Strong organizational skills with the ability to manage multiple priorities in a deadline‑driven environment
- High degree of integrity, professionalism, and discretion
- Service‑oriented mindset with demonstrated relationship‑building and business development skills
- Ability to work independently while collaborating effectively within a team environment
- Minimum of four (4) years of experience in trust administration and/or wealth management
Nice To Haves
- Bachelor’s degree preferred; completion of trust school and/or relevant industry certifications or designations strongly preferred
- Legal background or significant experience working with fiduciary legal documentation preferred
- Prior banking or financial services experience preferred
- Experience with trust accounting, portfolio management, and fiduciary software platforms preferred
Responsibilities
- Oversee trust administration with a strong focus on compliance and risk management
- Assist with policy and procedure review and updates to ensure ongoing regulatory compliance
- Assist divisional leadership with Board and committee reporting as requested
- Support internal and external audits and regulatory examinations (FDIC, IDFPR)
- Prepare court accountings and related documentation for court‑supervised accounts
- Assist with annual fiduciary income tax reporting and filing
- Complete Regulation 9 annual reviews
- Act as discretionary investment manager for assigned accounts in accordance with client objectives, governing documents, and bank policy
- Identify, cultivate, and develop new trust and wealth management relationships
- Assist with departmental initiatives and projects as needed to support client service and operational excellence
- Participate on the Bank’s Trust Administrative Committee and Trust Investment Committee
- Perform other duties as assigned to support the Bank’s continued success
Benefits
- Benefits available for part-time positions include Paid Holidays, Paid Time Off, Volunteer Time, Bereavement Time, Employee Assistance Program, 401(k) Retirement Plan.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
