Found Description
Overview
Administer irrevocable trusts, charitable trusts, agency accounts, ILITs, and estates.
Responsibilities
- Prepare and review materials for Trust Administration and Trust Investment Committees
- Maintain regular and proactive contact with grantors, beneficiaries, legal counsel, financial advisors, and other interested parties
- Collaborate with a dynamic team to oversee and coordinate holistic services provided to clients
- Build and maintain strong relationships with clients by demonstrating empathy and understanding
- Engage in practice development, client expansion, and cross-serving to grow the practice
- Contribute to the internal management of the organization through participation in specified initiatives and projects
Requirements
- Bachelor's degree in Business (preferably in Finance, Accounting, or Economics)
- 4-6 years of experience in Personal Trust Ac...