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PWM, Trust Services, Assistant Trust Officer, Summer Associate The candidate will help to administer a book of a book of fiduciary accounts while maintaining the highest service and fiduciary standards. Will interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary. Prepare account regulatory reviews and discretionary distribution requests. Coordinate and oversee tax preparation on accounts with our tax compliance service provider. Coordinate the investment process with Trust Company investment officers and Private Wealth Advisor. Coordinate client management with the primary relationship manager (Private Wealth Advisor). Attend client conference calls and meetings. Participate in internal and external marketing efforts. Interact with client attorneys and advisors. College degree is required. Law degree is a strong plus. CTFA designation is a plus. Should have 0 - 5 years of experience administering trusts and/or estates. Understanding of Regulation 9, requirements and core concepts affecting fiduciary administration is helpful. Understanding of core concepts of estate planning is helpful. Basic understanding of the fiduciary investment process is helpful.
Job ID: 2018-42838
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