Be responsible for and manage an existing book of various trust and estate accounts based on client's needs and tax panning to achieve trust and estate objectives.
Ensure compliance with legal requirements and internal procedures, including identification and reporting risks
Attend meetings and communicate effectively with with various stakeholders, including clients, internal and external stakeholders
Overseeing and managing junior team members in their duties
The Ideal Candidate:
Min. 5-8 years of relevant trust experience (estate or trust management and administration)
Well-seasoned and proven technical understanding in legal, investment and fiduciary tax issues.
MBA and CFTA preferred
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