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of relationships comprised of fiduciary and investment management clients,... integrated delivery of investment, fiduciary, tax, estate settlement, insurance,... Bachelor's degree; Trust School, law degree / LLM and/or... CTFA is preferred. Excellent knowledge of wealth transfer planning, taxation, estate planning and...
- Trust & Estate Administration
Duties: Work directly with clients to administer trusts and estates. Serves as the primary point of contact for trust and estate administration clients. Takes primary responsibility for completion of trust and estate administration cases. Displays...