VP - Senior Trust Officer

March 13

🗻 New Hampshire – Remote

Although this job is listed in New Hampshire, this company may be open to hiring remote in other states.

⏰ Full Time

🟠 Senior

👔 Vice President

🦅 H1B Visa Sponsor

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Cnect

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Cnect is a company that provides an innovative platform for connecting candidates with employers to streamline the hiring process. It offers features such as enhanced profile visibility, real-time notifications, direct messaging, and AI integration to improve job search efficiency for candidates and simplify the hiring process for employers. Cnect includes tools for transforming resumes into digital profiles and enables employers to cultivate candidate relationships through personalized communication and real-time messaging. With Cnect, businesses in various industries can find and onboard the best candidates more efficiently. The platform is available as a mobile app, enabling users to engage with the hiring process from anywhere.

Job Search • Recruiting • Software application • Network • Jobs

51 - 200 employees

👥 HR Tech

🎯 Recruitment

☁️ SaaS

📋 Description

• Cetera Trust Company (CTC) is an affiliate of Cetera Financial Group, a premier wealth advisory organization specializing in providing financial services. • A key component of this role is developing strong working relationships with the financial professionals who partner with Cetera Trust to service their mutual clients and stakeholders. • The Senior Trust Officer (STO) fulfills the administrative duties and responsibilities for assigned accounts while delivering professional, personalized service. • Additionally, the Senior Trust Officer is responsible for managing relationships with clients, beneficiaries, financial advisors, centers of influence, and other Cetera associates. • This is a Remote position, however, candidates must be located in New Hampshire, to come into the office from time to time.

🎯 Requirements

• Demonstrated working knowledge of applicable trust administrative policies and procedures • Strong organizational skills, attention to detail, and analytical abilities. • Effective problem-solving and decision-making abilities while working independently and as part of a team. • Strong communication skills, to effectively educate others on the role of a trustee, and how a Directed Trust model works with external advisors. • Good working knowledge on being able to identify the positive and negative attributes of a trust and the resultant responsibilities of the trustee. • Experienced in the Microsoft Suite of applications: Excel, Word, Outlook, SharePoint, and Access. • Knowledge of trust reporting software such as SEI SWP, SAP Business Objects, other trust accounting systems, and trading platforms. • Excellent customer service skills to maintain positive client and inter-department relationships. • Ability to recognize and troubleshoot problematic trustee/beneficiary relationships, with the ability to address issues proactively • Serve as a mentor and educator for other trust officers within CTC

🏖️ Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. • Easy access to mental health benefits to meet our team members and their families where they are. • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. • Paid parental leave to support all team members with birth, adoption, and foster. • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.