Trust Investment Officer

Job Description Summary Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined work/projects of moderate scope and complexity.

• Performs initial review of assets, and works with financial advisor in determining the proper asset allocation/investment objective, security type, and selection of investments.
• Performs annual reviews for trust accounts.
• During annual review, identifies accounts that need action per investment policies.
• Works with financial advisor to resolve these matters.
• Attends client and Financial Advisor meetings to discuss investment of trust accounts as needed.
• Attends and presents at monthly Trust Investment Committee meeting.
• Ensures portfolios are compliant with company policies and procedures.
• Review and if prudent, approve portfolio adjustments as suggested by the financial advisor.
• Manages projects through the lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion.
• Trains associates on the team to ensure consistency, accuracy and completion of projects.
• Performs other duties and responsibilities as assigned.

• Investment concepts, practices, and practices used in the securities industry.
• Financial markets and products.
• Principles of estate planning, trusts and securities industry operations.
• Various security types.
• Investment management concepts as they pertain to trust accounts.

• Preparing and delivering written and oral presentations.
• Gathering and compiling information and data.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

• Attend to detail while maintaining a big picture orientation.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Work independently as well as collaboratively within a team environment.
• Establish and maintain effective working relationships, at all levels of the organization, including negotiating resources.
• Project a positive, professional image both internal and with external business contacts.
• Convey information clearly and effectively through both formal and informal documents.

Bachelor’s Degree (B.A.) in Finance, Business, Accounting or a related discipline and a minimum of three (3) to five (5) years of experience in Investments. ~or~ Any equivalent combination of experience, education, and/or training approved by Human Resources.

Series 7 and 63 Preferred. Education Bachelor’s:
Business Administration, Bachelor’s:
Finance Work Experience General Experience - 7 to 12 months, Manager Experience - 0 to 3 months Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit

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