TITLE: Wealth Management Officer (Full-time, Full benefits)

DESCRIPTION: Hilltop Banks Wealth Management Department is a full service trust department where officers are responsible for the administration of Estates, Conservatorships, Investment Management Accounts, IRA's, Revocable and Irrevocable Trusts.

PRIMARY DUTIES/ RESPONSIBILITIES:

• Attracts, grows, and retains a portfolio of personal trust relationships
• Maximize business development
• Estate planning, and building custom portfolios

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``` - Personal trust and estate administration - Investment management - Facilitate clients meetings and presentations - Compliance with state and federal regulations

QUALIFICATIONS:

• Excellent client relationship skills
• Strong oral and written communication skills
• Bachelors degree or equivalent in education and experience

+3-5 years of experience as an administrator.

• High level of accuracy, detail oriented
• Proficiency with Microsoft Word, Excel, and Lotus
• CTFA is a plus.