Senior Trust Officer | High-Impact Fiduciary Leader
midwest trustWesterville, OH
Senior Trust Officer | High-Impact Fiduciary Leader
midwest trustWesterville, OH
today
Occupations
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceAbout the role
Midwest Trust Company seeks a Senior Trust Officer to provide seasoned fiduciary leadership and autonomous administration of complex trust and fiduciary relationships for high-net-worth clients and families. The role sits between VP and SVP, mentoring junior staff and contributing to client retention, risk management, and selective growth while maintaining fiduciary discipline.
Lead client meetings, collaborate with attorneys, CPAs, RIAs, and Portfolio Managers to align trust objectives with
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JOB OVERVIEW
Experience level
Senior
Location
Westerville, OH
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
today
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