Kennebec Savings Bank in Augusta, ME is seeking an experienced Trust Assistant to proactively serve investment and trust clients. The role involves administration of investment and trust programs, developing new trust business, and cross-selling bank products and services while upholding fiduciary standards.
You will manage a book of accounts, meet with clients to determine objectives, coordinate with the Trust Administrator and Investment Team, and assist with estate and financial planning.
#J-18808-LjbffrWealth & Trust Relationship Executive in augusta at Unknown Company
This position is listed as full time and onsite.