Personal Trust Administrator/Regional Account Executive |
| Dec. 15, 2009 - Jan. 31, 2010 |
| Location: | Minneapolis, MN |
| Salary Range: | Based On Experience |
| Exempt/Non-Exempt: | Exempt |
| Benefits: | We take pride in our competitive salary and extensive benefits package which includes: Health, Dental, Life, AD&D, and LTD insurance, Cafeteria Plans, Profit Sharing, 401k, Paid Time Off, Paid Holidays and a comprehensive wellness program. |
| Employment Type: | Full Time |
| Department: | Minneapolis |
| Description: | Are you passionate about business development but frustrated with the big business roadblocks in your current position? Trust Point Inc. is uniquely different in the fact that we can offer the best of both worlds: we’re large enough to provide access to the kind of expertise held by our staff of credentialed professionals, but small enough to avoid the pitfalls of “giantism” in order to provide our clients with a superior level of genuine, personalized service.
As we continue to grow, so does our need for a self-motivated, consultative, professional individual to assist in nourishing this growth!
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| Duties: |
Thorough understanding of services we provide in order to develop new business (personal trust and investment management services) and expand existing accounts.
Delivery of our trustworthy administrative and investment services in order to maintain current client relationships and obtain a stream of new business referrals.
Continual maintenance of current regulatory and compliance knowledge in order to provide our clients and prospects with the most up-to-date information.
Ability to effectively network with centers of influence and internal partners to maximize new business sourcing opportunities.
Active participation in community activities to enhance your image and the position of the company.
Ability to work with our current staff to help build and grow your book of business.
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| Qualifications: |
Bachelors Degree in Finance or other Business Domain
1 – 3 Years Administrative Experience in Personal Trust or Industry Related Field
Advanced interpersonal skills, professional demeanor, integrity, written and oral communication/presentation skills.
The ability to work in a team environment alongside highly credentialed staff.
Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint & Outlook), required.
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