Position Title: Trust Officer Reports To: Trust Manager General Purpose: Business development, administer trusts, estates, and investment management accounts. Responsibilities: • Administer personal trusts, estates, investment management accounts in accordance with terms and provisions of the governing document. • Ensure that assets are invested according to the Investment Policy Statement and consistent with the purpose of the trust and/or account objective. • Manage client relationships by providing a high-level of client satisfaction. • Develops new account relationships through community and professional visibility. • Engage in client expansion and cross-serving for bank services. • Actively pursues new business and expands market presence of Isabella Wealth by building and maintaining relationships with clients, bank employees, attorneys, and other centers of influence to generate leads. • May supervise, coach, train, and mentor other Isabella Wealth staff. • Responsible for various projects. • Other duties as assigned. Qualifications: Education/Experience • Bachelors’ Degree required in Finance, Accounting, or Business. • Certified Trust and Financial Advisor (CTFA) designation or Certified Financial Planner (CFP) designation preferred. • Minimum of 5 years of Trust experience. Skills • Ability to retain clients and develop new business. • Goal oriented and self-starter. • Demonstrates analytical and decision making skills. • Effectively work as a team member and independently