Help Families. Build Relationships. Make a Difference.
At Assured Trust Company, we believe trust administration is about more than managing assets. It's about providing security, advocacy, and peace of mind for individuals with disabilities, older adults, and families.
We are seeking an energetic, relationship-focused Business Development Officer to join our growing team. This role is ideal for someone who enjoys connecting with people, building long-term professional relationships, and helping families access trusted fiduciary services.
This is an excellent opportunity for a motivated professional who thrives in a mission-driven environment and is excited to grow alongside an expanding trust company.
Compensation includes a competitive base salary plus an attractive commission program.
Primary Responsibilities
- Develop and maintain relationships with attorneys, financial advisors, accountants, care professionals, senior care providers, and other referral sources.
- Identify opportunities to introduce Assured Trust Company's trust administration services to prospective clients and professional partners.
- Represent the company at networking events, educational seminars, conferences, and community organizations.
- Schedule and conduct meetings with prospective referral partners and clients.
- Collaborate with attorneys and internal team members to facilitate the onboarding of new trust relationships.
- Maintain regular communication with referral sources to foster long-term partnerships.
- Track business development activities using the company's CRM and sales reporting tools.
- Work closely with the Business Development team to achieve individual and company growth goals.
- Stay informed about trust administration, estate planning, elder law, and special needs planning trends.
- Represent Assured Trust Company with professionalism, integrity, and exceptional client service.
Qualifications
- Bachelor's degree preferred.
- Previous experience in business development, relationship management, financial services, trust administration, legal services, senior care, or a related field preferred.
- Demonstrated ability to build and maintain professional relationships.
- Excellent communication and presentation skills.
- Strong networking and interpersonal abilities.
- Self-motivated with excellent organizational and time-management skills.
- Comfortable working independently while collaborating with a high-performing team.
- Proficient with Microsoft Office and CRM software.
What We're Looking For
The ideal candidate is someone who:
- Naturally enjoys meeting new people and building lasting professional relationships.
- Is motivated by helping families access trusted fiduciary solutions.
- Communicates with confidence, professionalism, and authenticity.
- Takes initiative and enjoys pursuing new opportunities.
- Is goal-oriented while maintaining a client-first approach.
- Wants to contribute to a growing organization with a meaningful mission.
Why Join Assured Trust Company?
At Assured Trust Company, you'll join a collaborative team dedicated to improving the lives of individuals and families through compassionate, professional trust administration. We value integrity, education, teamwork, and exceptional service.
As a Business Development Officer, you'll have the opportunity to build a rewarding career while making a meaningful impact in your community. You'll be supported by an experienced team, competitive compensation with commission opportunities, and an organization committed to continued growth and excellence.
If you're passionate about building relationships and making a difference, we'd love to hear from you.
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Opportunities for advancement
- Paid time off
Work Location: In person
