1 job found in lancaster, pennsylvania

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    • lancaster, pennsylvania
    • permanent
    • US$100,000 - US$130,000 per year
    • 8 to 5
    job summary: Senior Trust & Investment Officer - $100,000 to $130,000 plus bonusExcellent opportunity to join a small and well respected firm as a Trust and Investment Officer. Our client promotes a flexible hybrid schedule and has long had a corporate culture that embraces work / life balance.This position is open based on growth and would be joining an established team. This position will play a key role in trust administration, trust accounting, investment analysis and a broad range of estate planning projects for high net worth clients.Our client seeks a candidate with a minimum of five years of trust and investment industry experience. This would include expertise in trust administration, creating trust records, performing trust accounting and periodic reviews.Bachelors Degree with a minimum of five years of experience required. Professionals with their Certified Trust and Financial Advisor (CTFA) designation are preferred.Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.E-mail-adam.fisher@tatum-us.com  location: Lancaster, Pennsylvaniajob type: Permanentsalary: $100,000 - 130,000 per yearwork hours: 8 to 5education: Bachelor's degreeexperience: 8 Years responsibilities:This position is open based on growth and would be joining an established team. This position will play a key role in trust administration, trust accounting, investment analysis and a broad range of estate planning projects for high net worth clients qualifications:Our client seeks a candidate with a minimum of five years of trust and investment industry experience. This would include expertise in trust administration, creating trust records, performing trust accounting and periodic reviews.Bachelors Degree with a minimum of five years of experience required. Professionals with their Certified Trust and Financial Advisor (CTFA) designation are preferred. skills: InvestmentsEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    job summary: Senior Trust & Investment Officer - $100,000 to $130,000 plus bonusExcellent opportunity to join a small and well respected firm as a Trust and Investment Officer. Our client promotes a flexible hybrid schedule and has long had a corporate culture that embraces work / life balance.This position is open based on growth and would be joining an established team. This position will play a key role in trust administration, trust accounting, investment analysis and a broad range of estate planning projects for high net worth clients.Our client seeks a candidate with a minimum of five years of trust and investment industry experience. This would include expertise in trust administration, creating trust records, performing trust accounting and periodic reviews.Bachelors Degree with a minimum of five years of experience required. Professionals with their Certified Trust and Financial Advisor (CTFA) designation are preferred.Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.E-mail-adam.fisher@tatum-us.com  location: Lancaster, Pennsylvaniajob type: Permanentsalary: $100,000 - 130,000 per yearwork hours: 8 to 5education: Bachelor's degreeexperience: 8 Years responsibilities:This position is open based on growth and would be joining an established team. This position will play a key role in trust administration, trust accounting, investment analysis and a broad range of estate planning projects for high net worth clients qualifications:Our client seeks a candidate with a minimum of five years of trust and investment industry experience. This would include expertise in trust administration, creating trust records, performing trust accounting and periodic reviews.Bachelors Degree with a minimum of five years of experience required. Professionals with their Certified Trust and Financial Advisor (CTFA) designation are preferred. skills: InvestmentsEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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