Trust Advisor II - VP jobs in United States
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Orrstown Bank · 4 hours ago

Trust Advisor II - VP

positionYork, PA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date7+ years exp

Orrstown Bank is seeking a Trust Advisor II - VP to manage and oversee client trust portfolios, ensuring the preservation and growth of client assets. This role requires expertise in trust and estate planning, investment management, and regulatory compliance to provide tailored solutions for high-net-worth clients.

Financial Services

Responsibilities

Manage and administer a diverse portfolio of trust accounts, ensuring compliance with legal, regulatory, and fiduciary standards
Develop and maintain strong relationships with clients, understanding their financial objectives and providing tailored trust and estate planning advice
Identify opportunities to expand client relationships by offering additional financial products and services that meet their evolving needs
Stay current with industry trends, regulatory changes, and best practices to ensure the delivery of informed and compliant trust services

Qualification

TrustEstate planningInvestment managementRegulatory complianceClient relationship managementAnalytical skillsCommunication skillsOrganizational skillsLeadership skills

Required

Bachelor's degree in Finance, Business Administration, Law, or a related field
Minimum of 7 years of experience in trust administration, wealth management, or fiduciary services
Strong knowledge of trust and estate laws, fiduciary responsibilities, and regulatory requirements in the United States
Proven ability to manage complex client relationships and deliver customized financial solutions
Excellent communication, analytical, and organizational skills

Benefits

Medical insurance
Dental insurance
Vision insurance
Long-term disability
Short-term disability
Employee, spouse and dependent life and AD&D insurance
Flexible spending account
Dependent care spending account
Employee stock purchase plan
401(k)/profit-sharing program
Paid time off
Paid holidays
Paid parental leave
Employee service recognition

Company

Orrstown Bank

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Orrstown Bank is a banking firm that offers Housing Lending and financial services.
dateFounded in 1919
location
Shippensburg, Pennsylvania, USA
people-size201-500 employees
web-link
http://orrstown.com

Funding

Current Stage
Growth Stage

Leadership Team

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Tom Quinn
President & CEO
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Joseph Gardner
SVP, Chief Technology Officer
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Recent News

Orrstown Financial Services, Inc.
Michael Tschudy Joins Orrstown Bank as C&I Team Leader in York Region
2025-11-13
Orrstown Financial Services, Inc.
Orrstown Financial Services, Inc. Reports Third Quarter 2025 Results
2025-10-22
Orrstown Financial Services, Inc.
Orrstown Financial Services, Inc. Announces Date of Third Quarter 2025 Earnings Release, Conference Call and Webcast
2025-10-15
Company data provided by crunchbase