Found Description
Support client estate planning and trust management as a Trust Officer at Riverview Trust Company. Focus on delivering excellent service while managing client relationships and trust accounts.
In this role, you will serve as the primary contact for various trust accounts, ensuring adherence to all governing documents and compliance regulations. Your proactive approach will help identify opportunities for expansion while assisting with trust administration and estate settlement matters. Strong interpersonal skills are essential for maintaining relationships with clients and advisors, as well as for coordinating activities with various external professionals.
Key Responsibilities:
• Administer trust accounts in compliance with applicable laws
• Resolve client needs in collaboration with investment and legal partners
• Conduct relationship reviews and monitor account performance
• Assist in client onboarding, including document review
• Stay updated on fiduciary law a...
In this role, you will serve as the primary contact for various trust accounts, ensuring adherence to all governing documents and compliance regulations. Your proactive approach will help identify opportunities for expansion while assisting with trust administration and estate settlement matters. Strong interpersonal skills are essential for maintaining relationships with clients and advisors, as well as for coordinating activities with various external professionals.
Key Responsibilities:
• Administer trust accounts in compliance with applicable laws
• Resolve client needs in collaboration with investment and legal partners
• Conduct relationship reviews and monitor account performance
• Assist in client onboarding, including document review
• Stay updated on fiduciary law a...
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