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Ohio Licensed Trust Advisor
A company is looking for a Premier Trust Advisor II responsible for the administration of Wealth & Investment accounts. Key Responsibilities Provide operating instructions and procedures to Trust support staff for account management Coordinate administrative functions with internal and external parties related to trust relationships Maintain relationships with customers and centers of influence, identifying potential partnerships Required Qualifications Bachelor's Degree 3-5 years of related experience
A company is looking for a Premier Trust Advisor II responsible for the administration of Wealth & Investment accounts.
Key Responsibilities
Provide operating instructions and procedures to Trust support staff for account management
Coordinate administrative functions with internal and external parties related to trust relationships
Maintain relationships with customers and centers of influence, identifying potential partnerships
Required Qualifications
Bachelor's Degree
3-5 years of related experience
