Provision People

VP - Trust Officer (Abilene, TX Onsite)

Provision People  •  Abilene, TX (Onsite)  •  1 month ago
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Job Description

Our award-winning client is seeking a VP - Trust Officer to join their team.

Responsibilities:

  • Manage from 150 to 200 accounts.
  • Manage revocable, irrevocable, IRAs, and investment management accounts. They will also be responsible for estate administration and estate settlement.
  • VP works with higher profile clients, more complex accounts, and accounts larger than $1 million.
  • The sales goal is larger than AVP but still not a hard sales goal.
  • They will generate sales by being out in the community.

Required Qualifications:

  1. 5+ years of experience with trust administration.
  2. Knowledgeable in investments.
  3. Bachelors’ degree in finance or accounting.
  4. CFP, CTFA, JD a plus.
Provision People

About Provision People

We are Provision People (provisionpeople.com), an award winning organization for Recruiting top-tier Talent, and facilitating a variety of Talent Acquisition services. Consistent top performer in NPA Worldwide, a leading global search and recruitment organization where we were ranked #1 in 2023, #2 in 2022, #2 in 2021, and #1 in 2020.

Provision People started in New York City in 2016 to serve organizations as way more than just a vendor after seeing how consultative winning solutions are in our arena.

Our super powers are providing the highest quality candidates (on and off the market/active and passive), job opportunities, and top-notch customer service revolving around an integrity centric ethos. We only help those that value people and make the world an easier and better place to live in.

What we offer - Flexible staffing & recruiting services, specializing in: employer branding, candidate sourcing, screenings & assessments, interview scheduling, background checks, onboarding, and applicant tracking system management.

If you think we could have a win/win partnership, please contact us.

Industry
HR & Recruiting
Company Size
51-200 employees
Headquarters
Solana Beach, CA
Year Founded
2016
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