Opportunity Description
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
Job Summary
The Personal Trust Officer is responsible for the administration of a portfolio of personal trust accounts, including revocable and irrevocable trusts, estates, and agency accounts. This role ensures accounts are managed in accordance with governing documents, fiduciary standards, and applicable laws and regulations.
Operating in ...
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
Job Summary
The Personal Trust Officer is responsible for the administration of a portfolio of personal trust accounts, including revocable and irrevocable trusts, estates, and agency accounts. This role ensures accounts are managed in accordance with governing documents, fiduciary standards, and applicable laws and regulations.
Operating in ...
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