Trust Investment Officer II

Pay Range: $95,860.00 - $127,798.00

Responsible for administering trust accounts and meeting with customers to provide periodic account reviews. Constructs portfolios from cash and adjusts holdings of new portfolios to comply with departmental guidelines with regard to asset allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes adjustments as needed. Prepares investment proposals for a new business accounts and maintains a clear understanding of their objectives while making recommendations. Understands and stays updated of the current investment climate while ensuring that customers and Trust Division Officers are kept will informed. Reviews accounts annually to warrant that all are managed in accordance with the objectives of the account. Serves as a member of the Trust Investment Committee. Department: Trust Investment

Skills and Abilities

• Ability to absorb information and reach conclusions about appropriate actions
• Effective interpersonal skills to work with individual clients and organization committees
• Proficient in Excel, Word and PowerPoint
• Ability to develop and present sales proposals
• Knowledge of investment markets, portfolio management, securities trading and trust industry

Education/Experience

• Bachelors degree in Business or Finance , or equivalent education and experience
• 2 Years experience in managing investment accounts
• Courses in economics and finance helpful

Unique Job Requirements & Characteristics

Anticipate that person in this position would be working toward or have attained Accredited Fiduciary Investment Manager (AFIM) or similar designation.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

• Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family. 

• Tuition Reimbursement: Invest in your education and career growth. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Financial and Banking Services: Various benefits and financial planning assistance. 

Benefits for Part-Time Employees Working 20+ Hours/Week: 

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary. 

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