Trust Officer

FIRST NATIONAL BANK & TRUST • Phillipsburg, KS

4d

About The Position

The Trust Officer position would be responsible for both account administration and investments in clients’ portfolio. The officer would be required to meet with current clients as well contacting potential clients for the Asset and Investment Management. This position requires basic knowledge of investments, trusts, IRA’s, retirement planning, and estate planning. The trust officer position also requires understanding and calculations of RMD (required minimum distributions) of IRA accounts.

Requirements

• basic knowledge of investments
• basic knowledge of trusts
• basic knowledge of IRA’s
• basic knowledge of retirement planning
• basic knowledge of estate planning

Responsibilities

• account administration
• investments in clients’ portfolio
• meet with current clients
• contacting potential clients for the Asset and Investment Management
• understanding and calculations of RMD (required minimum distributions) of IRA accounts

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed