Candidate Profile #161144

Missouri – Saint Louis – Sr. Trust Officer

• Years of Related Experience: 20+
• Minimum Salary: $125K
• Work Area:  Saint Louis, Missouri Area
• Experience:
  • Responsible for the entire trust department.
  • Experience with personal trust and corporate trust accounts
  • Responsible for administration and expansion of trust relationships, increasing AUM by 30% in 15 months.
  • Assumed responsibility for remediation of the findings.
  • Completed various assessments including fee calculation reviews, discretionary distributions, net income distributions, and general data entries to the trust accounting system that resulted in finding serious weaknesses in following procedures, and evaluating financial and reputational risk to the Institution.
  • Introduced comprehensive new account acceptance and annual review processes.
  • Experienced in FDIC and OCC involvement for trust issues.
  • Experienced in Acutech, Cheeta, Infovisa, HWA, and FIS.
  • Certified Trust and Fiduciary Advisor (CTFA) and Accredited Estate Planner (AEP).
  • References are available.
• Education:  Bachelor’s degree in Finance
• Reference #:  161144
• Send Candidate’s Resume:  Click Here