October 19, 2018

CAREER OPPORTUNITIES

Private Trust Group of America offers a challenging and rewarding professional work environment that encourages teamwork in all facets of its business. Everyone in our organization, from the receptionist to the CEO, is actively engaged in meeting the ongoing challenges of providing our clients with the very best services available. If you have an interest in becoming part of an exciting, young company that rewards individual commitment to achieving team goals, we would like to hear from you.

To apply for one of the following positions, please forward a brief cover letter and your current résumé to: info@privatetrustgroup.com.

Current Opportunities:
Client Relationship Manager | Administrative Assistant | National Sales Director


Client Relationship Manager
| This position serves as a critical link between PTG and its clients, and requires a minimum of 10 years experience in trust operations and/or trust administration with a bank or law firm trust department.

Although the position requires the flexibility of being able to handle a variety of tasks, the primary duties and responsibilities include: daily communications with clients for the purpose of completing the daily processing (including data entry) of all transactions for assigned client relationships; coordinating securities trade settlement with brokers; daily balancing of asset positions and cash management for each client; maintaining and improving upon existing client relationships; developing, overseeing and maintaining policies and procedures for each client relationship; understanding PTG’s core business, services, and technology; and performing various other tasks as may be assigned by management.

Personal qualities should include: strong organizational skills, correct oral and written language skills, mature judgment, professional appearance, initiative, adaptability, an extremely high level of attention to detail and creative problem solving skills.
(A more detailed description will be available at the time of a scheduled interview.)
Apply

 


Administrative Assistant
| Full-time, temp-to-hire position for our Operations Team.
Flexibility and adaptability define the requirements for this position, which requires a detail-oriented person capable of working on a variety of different and challenging projects. The individual seeking this position should be familiar with Microsoft Word and Excel, and be able to quickly adapt to other software programs and forms of technology. Personal qualities should include: strong organizational skills, correct oral and written language skills, mature judgment, professional appearance, initiative, adaptability, an extremely high level of attention to detail and creative problem solving skills.
(A more detailed description will be available at the time of a scheduled interview.)
Apply

 


National Sales Director
| This position requires the considerable skills and experience necessary to build, manage and carryout the sales objectives and initiatives for a young, growing company. The individual we are seeking must have a working knowledge of the personal trust and estate services side of banking, and should have at least five (5) years experience in sales or new business development in the trust and/or wealth management services field.

The primary duties and responsibilities for this position include: expanding the existing sales pipeline; cold calling; attending conferences; data mining; making proposals; preparing weekly sales reports; understanding PTG’s core business, services, and technology; and performing various other tasks as assigned by management.

Personal qualities should include: strong organizational skills, correct oral and written language skills, mature judgment, professional appearance, initiative, adaptability, an extremely high level of attention to detail and creative problem solving skills.
(A more detailed description will be available at the time of a scheduled interview.)
Apply

 


EQUAL EMPLOYMENT POLICY STATEMENT
Private Trust Group of America is an equal opportunity employer. Recruitment, hiring, assignment, promotion, compensation, and all other personnel decisions are made and administered without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, veteranís status, age, mental or physical disability, genetic information or any other protected class.

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