Mediabistro logo
job logo

Trust & Estate Portfolio Manager

Northwest Consumer Discount Company, Wilkes-Barre, PA, United States


A financial services firm is seeking a Trust Officer in Wilkes-Barre, PA. This role entails account administration, customer portfolio management, and financial analysis. The ideal candidate will have a Bachelor’s in Business or Finance along with 8-12 years of relevant experience. Responsibilities include overseeing investments, conducting customer interviews, and ensuring compliance with regulations. The company promotes a supportive work environment with competitive benefits and opportunities for professional development. #J-18808-Ljbffr