Offer summary
Qualifications:
Bachelor’s degree from an accredited university, Minimum of five years relevant experience, Strong MS Office skills, Preferably Trust system experience, Preferred certifications in retirement industry.
Key responsabilities:
- Serve as primary contact for institutional accounts
- Onboard new accounts and coordinate administration
- Ensure timely delivery and field inquiries
- Direct Trust Administrators on account processes
- Identify cross-selling opportunities for business development