Trust & Wealth Management Officer

Main Office, Casper

Job Summary: This position offers the opportunity to work closely with individuals, families, business owners, attorneys, and other professional advisors while helping clients achieve their financial, estate planning, and legacy goals. As a Trust & Wealth Management Officer, you will administer fiduciary relationships, provide exceptional client service, oversee investment management relationships, and contribute to the growth of our Trust & Wealth Management Department through business development and community involvement.

Primary Duties/Responsibilities:

Administer trusts, estates, conservatorships, investment management accounts, and IRAs.

Develop and maintain strong relationships with clients, beneficiaries, attorneys, accountants, and other advisors; Serve as a trusted resource for clients regarding fiduciary administration and wealth management services; Coordinate and facilitate client meetings and presentations; Monitor investment relationships and participate in account reviews; Identify opportunities to grow trust and wealth management relationships; Represent the Bank within the community and professional organizations; Maintain compliance with fiduciary standards, regulations, and Bank policies.

Qualifications: Bachelor's degree in Business, Finance, Accounting, Trust Management, or related field; or equivalent experience; Three or more years of trust administration, estate administration, wealth management, banking, investment, or related experience; Excellent relationship-building and communication skills; Strong analytical abilities and attention to detail; Proficiency with Microsoft Office applications; CTFA designation or progress toward certification preferred.

This is a Full-Time Position. Hilltop Bank is an EEO Employer. No established salary range. Apple at hilltop.bank/careers