SVA has an exciting opportunity for an experienced Trust Officer to join our Trust team. The Trust Officer is responsible for all facets of administration for assigned high value client relationships and may assist in the management of the Trust Department. This position will concentrate on complex high-value personal trust relationships as well as institutional accounts. This role will also participate in new business development for both trust and wealth management. This position can be based in our Madison office or Brookfield office.
Additional responsibilities may include: Account administration, Trust Company account operations, estate planning, managing client investments, and more.
SVA Financial Group provides individual clients with comprehensive financial planning, investment advisory, portfolio management, and trust services. SVA Financial also provides services to business clients to include all aspects of qualified and non-qualified retirement plans. All services are provided on a fee-only basis.
SVA is certified as a great workplace by the Great Place to Work® institute. At SVA, you'll enjoy great benefits, flexible work schedules, continuous learning opportunities, and much more!
Job Requirements
• Law degree
• Five years’ experience as a Trust Officer
• Strong technical skills including Microsoft Outlook, Word, Excel
• Familiarity with a CRM program a plus
• Ability to travel up to 30%
Interested candidates can apply online by visiting our careers page, navigating to
www.sva.com/sva-careers, or contacting
shoyss@sva.com.
