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Trust Officer

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Posted Feb 10, 2025
Job Description

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.

Job Categories

Job Types(s):   Banking

Industry(s):   Banking / Finance

Employment Type:   Employee - Full Time

Job Location(s):   Phillipsburg

Contact Information

First National Bank & Trust - Phillipsburg - Visit Our Business Directory Listing

Website:  Visit Our Website

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