• City National Bank
  • $84,150.00 -156,310.00/year*
  • Pasadena, CA
  • Financial Services - Banking/Investment/Finance
  • Full-Time
  • 1260 N Chester Ave

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This is an entry level Personal Trust Officer position responsible for administering routine personal trust accounts such as testamentary/intervivos trusts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument. Under general guidance, sets up estates, trusts, agency accounts and guardianships where issues are routine and less complex in nature. Become familiar with governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Maintain contact with clients to discuss and advise on issues. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and trust issues.

Basic Qualifications
  • *Minimum 4 years of experience in Personal Trust required
  • *Minimum 4 years of experience in a financial services organization required
  • *Minimum 4 years of administrative/clerical experience required
  • Skills and Knowledge
  • Bachelor's Degree.
  • J.D. Degree a plus.
  • Up to three years' experience in trust administration preferred.
  • Strong written and verbal communications skills.
  • Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information
  • and data to identify opportunities and formulate conclusions and recommended actions.
  • Ability to set priorities, and objectives.
  • Demonstrate excellent working knowledge of trust administration.
  • Colleague is ideally working towards Trust Certificate and/or CTFA
  • *Represents basic qualifications of the position. To be considered for this position you must at least meet the basic qualifications.

    Associated topics: commercial loan, loan, loan originator, loan review, loan underwriter, mortgage underwriter, officer, personal banker, personal banker i, sell

    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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