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Personal Trust Administrator/Regional Account Executive Job
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| Employer Name: |
SpiderID: 2936468 |
| Location: Minneapolis, Minnesota |
Date Posted: 11/5/2009 |
| Wage: Based on Experience |
Category: Finance/Investment |
| Job Code: |
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| Number Of Openings: 1 |
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Job Description: Duties: Thorough understanding of services we provide in order to develop new business (personal trust and investment management services) and expand existing accounts.
Delivery of our trustworthy administrative and investment services in order to maintain current client relationships and obtain a stream of new business referrals.
Continual maintenance of current regulatory and compliance knowledge in order to provide our clients and prospects with the most up-to-date information.
Ability to effectively network with centers of influence and internal partners to maximize new business sourcing opportunities.
Active participation in community activities to enhance your image and the position of the company. Ability to work with our current staff to help build and grow your book of business.
Job Requirements: Qualifications: Bachelors Degree in Finance or other Business Domain
1 – 3 Years Administrative Experience in Personal Trust or Industry Related Field
Advanced interpersonal skills, professional demeanor, integrity, written and oral communication/presentation skills.
The ability to work in a team environment alongside highly credentialed staff.
Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint & Outlook), required.
Job Criteria:
Start Date: Immediately
Position Type: Full-Time Permanent
Years of Experience Required: 3
Education Required: Bachelors
Overnight Travel: Less Than 25%
Vacation Time:
Job Benefits:
Health/Dental Benefits, Retirement Benefits, Paid Holidays, Vacations, and Sick Leave, Life and/or Disability Insurance, Other Benefits
Company Profile:
With over a billion dollars in assets and 96 years in business, we are one of the oldest and largest independent trust companies in the nation - serving clients in 38 states and several foreign countries. Trust Point Inc. is uniquely positioned to legitimately offer the best of both worlds: we’re large enough to provide access to the kind of expertise held by our staff of credentialed professionals, but small enough to avoid the pitfalls of “giantism” and provide our clients with a superior level of genuine, personalized service.
Contact Information:
| Contact Name: Jill Taylor |
Company Type: Employer |
| Company: Trust Point Inc. |
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| City: La Crosse |
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| State: Wisconsin |
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| Zip: 54601 |
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Web Site: http://trustpointinc.iapplicants.com/
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