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Trust Investment Officer Job
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| Employer Name: |
SpiderID: 2192106 |
| Location: Fort Lauderdale, Florida |
Date Posted: 4/16/2008 |
| Wage: $110-$130,000 |
Category: Banking/Mortgage |
| Job Code: TIO |
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| Number Of Openings: 1 |
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Job Description:
Position Responsibilities:
. Performs initial review of assets and make
recommendations as to the Investment Objective
and positioning of said assets.
. Interacts with Financial Advisors regarding
allocations, investment type and selection of
investments.
. Performs Annual Reviews for trust accounts.
. Attends client and Financial Advisor meetings to
discuss investment of trust accounts.
. Reviews allocation and holdings of each Trust
accounts.
. Transacts daily buys/sells of assets in Trust
Accounts as needed.
. Makes presentation to potential trust clients as
needed.
. Performs other duties and responsibilities as
assigned.
Required Experience:
Knowledge of:
. Investment concepts, practices.
. Financial markets and products.
. Principles of estate planning, trusts and securities
industry operations.
Skill In:
. Preparing and delivering written and oral
presentations.
. Gathering and compiling information and data.
. Operating standard office equipment and using
required software application to produce
correspondence, reports, electronic
communication, and spreadsheets.
Ability To:
. Attend to detail while maintaining a big picture
orientation.
. Interpret and apply policies and identify and
recommend changes as appropriate.
. Organize, manage and track multiple detailed
tasks and assignments with frequently changing
priorities in a fast-paced work environment.
. Work independently as well as collaboratively
within a team environment.
. Establish and maintain effective working
relationships, at all levels of the organization,
including negotiating resources.
. Project a positive, professional image both
internal and with external business contacts.
. Convey information clearly and effectively through
both formal and informal documents.
Job Requirements:
Bachelor’s Degree (B.A.) in Finance, Business,
Accounting or a related discipline and a minimum of
5-10 years of experience in Investments.
Job Criteria:
Start Date: asap
Position Type: Full-Time Permanent
Years of Experience Required: 5
Education Required: Bachelors
Overnight Travel: None
Vacation Time: Negotiable / Other
Job Benefits:
Health/Dental Benefits, Retirement Benefits, Paid Holidays, Vacations, and Sick Leave, Life and/or Disability Insurance
Contact Information:
| Contact Name: Paul Brown |
Company Type: Recruiter |
| Company: DGA Personnel Group, Inc. |
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| City: Fort Lauderdale |
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| State: Florida |
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| Zip: 33306 |
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