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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 7 yrs required
Managing Trust Officer Duties: Under limited supervision, uses specialized knowledge ands kills obtained through experience, specialized training or certification to minister personal trust and agency accounts. Responsible for oversight and administration of all special needs trusts. Leads others as well as work or projects of broad scope and complexity. Resolves complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs. Plans, assigns, monitors and manages the work of others. performance and evaluates results achieved by subordinates. Coaches and mentors subordinates. Interprets, applies and recommends changes to organizational policies and procedures. Reviews progress of assignments with senior management. Balances conflicting resource and priority demands. Administers sophisticated and complex trusts in accordance with statutes and regulations. Participates in the complex income and estate/gift/GST tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties. Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes in trust involving more complex situations and/or assets. Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. Participates as a voting member of the Administrative Committee. Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures. Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events. Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics. Lead the work of others; coaches and mentors less experienced staff. Develops and maintains strong relationships across all levels of the organization. Reviews progress of assignments with executive leadership/management. Performs other duties and responsibilities as assigned.
Qualification and Experience
Qualifications: B.A. degree in accounting / related field and 7+ years of personal trust administration experience and one year of supervisory experience. –or- J.D., MBA or CPA and 4 years personal trust administration experience and one year of supervisory experience.
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