FIRST NATIONAL BANK & TRUST
The Trust Officer manages account administration and investments for client portfolios while engaging with current and potential clients for Asset and Investment Management. The role requires foundational knowledge of investments, trusts, IRAs, retirement planning, and estate planning. Additionally, the position involves calculating required minimum distributions for IRA accounts.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for FIRST NATIONAL BANK & TRUST.
FIRST NATIONAL BANK & TRUST didn’t post a salary, so this is our estimate from similar listings.
49% above the average for this role
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