Trust Analyst

Company: VirtualVocations
Location: Newport News
Posted on: November 9, 2024

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, Portsmouth , Trust Analyst, Professions , Newport News, Virginia

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