Trust Officer / Financial Planner

  • Type: Employee
  • Location: 1921 Boston Post Road Westbrook, CT 06498
  • Category: Banking & Finance
  • Pay: $40k - 60k per year + Excellent Benefits
  • Date: 01/31/2019

An independent wealth management firm that specializes in investment planning solutions and advice to help family clients achieve their goals and plan strategically for retirement is looking for a Trust Officer / Financial Advisor for their firm. If you value family’s health and well fair this is the ideal firm for you to join. Their commitment to your success is enhanced by their competitive pay and amazing benefit package including 100% medical coverage.

Responsibilities include but not limited to:

* Manage current and future relationships in all aspects of opening and administering of trust and fiduciary business.
* Interact one-on-one with clients over the phone and in person, delivering excellent customer service
* Communicate product information, both verbal and written
* Complete all necessary regulatory reporting regarding trust accounts including compliance monitoring.
* Responsible for identifying and reporting compliance/risk related matters as well as assisting with the mitigation of risk if needed.
* Serve as a resource with other areas of the firm if issues arise.
* Support Partners and staff with the administration of client accounts
* Assist with account administration and transaction processing daily
* Perform daily account activities & record keeping

Qualifications and Skills:

* Bachelor’s degree in Business Administration, Finance or Law preferred
* Ability to follow instructions and work independently
* Excellent communication skills
* Able to follow instructions and work independently or with a team
* Detail oriented and excellent proof reading abilities
* A sincere interest in learning other areas of the business
* 5 plus years’ experience working at a finance or wealth management firm

Submit your resume today for consideration!

A.R. Mazzotta Employment Specialists is an affirmative action, equal opportunity employment agency providing job opportunities throughout CT.


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