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Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust administration experience Strong team-player who enjoys collaboration with internal partners CTFA, CFP, CFA, CES, or equivalent Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels Trust Officer Responsibilities: Responsible for trust account servicing and retention of existing accounts.
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Our company, California Commercial Investment Group (CCI), is a fast-growing, energetic company focused primarily on the acquisition and long-term ownership and management of affordable housing for seniors and disabled individuals.
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Process member requests including, but not limited to: Name and Address changes Statements and Account histories Process card fraud/disputes, lost card reports Set Travel preferences Assist with Bill Pay, Mobile and Online Banking On average this position will work 20 hours per week, including Saturdays.
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Cost-Effective Investment: At only $49 /month, the Google Certified IT Support Professional Certificate offers a high return on investment for your career growth and advancement. Qualify for high in-demand jobs as IT Specialist, Tech Support Specialist, IT Support.
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Work related experience should consist of a background in personal investment sales and proven track record in sales/business development. Educational experience, through in-house training sessions, formal school or financial industry related curriculum should be applicable to the financial investment industry.
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This investment not only enhances the quality of your journey on the road but emphasizes our pledge to always keep you driving with the latest and greatest. As part of our ongoing dedication to providing the best for our team, we are thrilled to announce a $65 Million investment in new state-of-the-art equipment.
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