Job Information
Hilltop Bank Wealth Management Officer|Full Time|Cheyenne Branch in Casper, Wyoming
TITLE: Wealth Management Officer (Full-time, Full benefits)
DESCRIPTION: Hilltop Banks Wealth Management Department is a full service trust department where officers are responsible for the administration of Estates, Conservatorships, Investment Management Accounts, IRA's, Revocable and Irrevocable Trusts.
PRIMARY DUTIES/ RESPONSIBILITIES:
- Attracts, grows, and retains a portfolio of personal trust relationships
- Maximize business development
- Estate planning, and building custom portfolios
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``` - Personal trust and estate administration - Investment management - Facilitate clients meetings and presentations - Compliance with state and federal regulations
QUALIFICATIONS:
- Excellent client relationship skills
- Strong oral and written communication skills
- Bachelors degree or equivalent in education and experience
+3-5 years of experience as an administrator.
- High level of accuracy, detail oriented
- Proficiency with Microsoft Word, Excel, and Lotus
- CTFA is a plus.