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Trusts and Estates
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Senior Trust Officer
The candidate will be responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for ...
Duties: The candidate will serve as a wealth planning expert and a resource for high net worth clients and prospects, generating solutions that will include trusts, closely-held business entities and exit strategies, IRAs, executive compensation plans, and charitable entities. Review and summarize estate planning documents to help advisors and clients understand a client’s current plan, identify issues, and make recommendations to enhance planning and m...
Wealth Management, Trust and Estates, Estate Administrator
The candidate will work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate), and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Analyze Wills and trust documents for legal, tax, admin...