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Hearth, Patio & Barbecue Association Logo
Hearth, Patio & Barbecue Association

Washington, D.C.

Morgan Stanley

New York,

City of Decatur, IL

Decatur, Illinois


West Chester, Pennsylvania

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Associate Trust Officer
The Associate Trust Officer works as an integral member of the Personal Trust Administration team and partners with internal members of Personal Trust including the Trust Investment Officer, New Business, Trust Operations, and client's Ameriprise Financial Advisor. Responsible for engaging in all facets of personal trust administration and handling a book of personal trust accounts. Will collaborate with experienced trust officers and financial advisors. Responsible for excellent client experience and establishing relationships with Ameriprise Financial Advisors, clients and focus on client retention. Key Responsibilities Review trust agreements to understand the assigned role as a Trustee and document all communication with clients and financ

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