Trust Officer

First Bank, Upper Michigan · Marquette, MI

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About this role

Description Responsible for trust, estate, IRA and investment account administration; assisting principals, beneficiaries and plan sponsors in formulating financial goals; and implementing and monitoring strategies designed to meet these goals. Officer is expected to strengthen existing client relationships and is responsible for business development efforts on behalf of the Investment…

Excerpt only. The full posting is on the employer’s careers site.

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