Trust Analyst
Company: VirtualVocations
Location: Newport News
Posted on: November 9, 2024
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Job Description:
A company is looking for a KPB Trust Analyst to provide expert
trust administration and fiduciary compliance activities.
Key Responsibilities
Execute trust administration in accordance with established
procedures and identify potential risks
Analyze legal instruments to determine the bank's duties and
responsibilities
Collaborate with team members to manage high-priority fiduciary
matters effectively
Required Qualifications
Two plus years of personal trust administration experience or
equivalent work experience
Undergraduate degree or equivalent experience
General knowledge of fiduciary, financial, and investment products
and services
Progress towards completion of Cannon Trust Schools I, II, and III
or equivalent training
Preferred qualifications include JD, CTFA, CPA, or CFP
certifications
Keywords: VirtualVocations, Virginia Beach , Trust Analyst, Professions , Newport News, Virginia
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