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Trust Administrative Officer (TAO) The candidate will be responsible to assist the Senior Trust Officer and Trust Officer in all phases of account/relationship administration. Assist in the handling of inquires, either directly or as a research resource, Financial Advisors (FAs), clients or clients’ outside advisors. Should have Bachelor’s Degree. Legal, Paralegal and/or JD a plus. Fiduciary Education and Training is desired. Must have 1+ years of experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent). Should be technically proficient in fiduciary law, tax investments and administration. Should oversee/facilitate client requests, projects and ongoing processes. Strong verbal and written communication skills is desired.
Job Ref# 18001578
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