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AMG National Trust

Senior Trust Officer: Client Relationships & Investments

greenwood village, SC

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About this opportunity

AMG National Trust lists this Senior Trust Officer: Client Relationships & Investments opportunity in greenwood village, South Carolina. Review the employer’s description below for duties, qualifications and application requirements.

Job description

AMG National Trust in Colorado is seeking an experienced Trust Officer/Relationship Manager to provide effective trust administration and investment advice to trust clients, while proactively developing relationships across the Denver/Boulder area.

The role requires building confidential client relationships, coordinating with co-trustees, attorneys, and accountants, and ensuring compliant, accurate administration of trust and estate matters.

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