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Trust Services Paralegal
Responsibilities: Assist... with administration of various types of... Assist with and prepare trust accountings as assigned using... department-specific software. Assist with intake and compliance procedures for new trusts. Assist with the transfer of hard copy documentation to...
Lead Personal Trust Assistant
The candidate provides... account administration for personal trust and agency customers. Monitors... Works directly with Personal Trust customers in partnership with... supervision to the Personal Trust Assistant staff to include:... and onboarding for Personal Trust Assistant staff ensuring consistency... trust...
Paralegal aspects of estate and trust administration. Responsibilities include providing... a wide range of trust administration services, including maintaining... the receipt of new trust assets; researching fiduciary income... administering trusts and non-liquid trust assets; and attending client... frequent client contact for administration matters....