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Trust/Investment Officer
Location:
Augusta, GA
Description:
Job Type Full-time Description Assists customers with investments and trust services. Daily administration and interaction with Trust Department clients. Annual review of accounts. Acts as liaison with bank branches to generate leads and cross referral opportunities of banking products and services. Build relationships with CPAs, Attorneys, Investment Managers, and current bank customers. Requirements Bachelor's Degree from four-year college or university Experience and/or training in development of business in Banking or Finance. Superior customer service skills Possess or be willing to obtain Series 6 or 7, 63 and SC or GA LA&H Insurance License Preferred Qualifications: Advanced Degree: Masters, JD or CPA Certified Trust and Financial Advisor (CTFA) Working knowledge of the interpretation and practical application of document provisions, trust and estate law taxes, investments and the legal framework of Trust Administration Training: Employer will provide training necessary to sit and pass any License requirement. Employer will also provide training related to Trust Administration through appropriate Banker's Trust School. Security Federal Bank offers a competitive salary and benefits package. EEO. Bi-lingual skills a plus.
Company:
Security Federal
Posted:
April 23 on TopUSAJobs
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More About this Listing: Trust/Investment Officer
Trust/Investment Officer is a Accounting & Finance Trust Investment Officer Job at Security Federal located in Augusta GA. Find other listings like Trust/Investment Officer by searching Oodle for Accounting & Finance Trust Investment Officer Jobs.
Trust/Investment Officer is a Accounting & Finance Trust Investment Officer Job at Security Federal located in Augusta GA. Find other listings like Trust/Investment Officer by searching Oodle for Accounting & Finance Trust Investment Officer Jobs.