Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Description
The Trust Administrator is responsible for management of daily administrative tasks, as requested by trust clients and the Sr. Trust Officer. Handle correspondence, account requests and set-up, estate, trust and compliance administration for client service requests. Occasional travel will be required to meet with clients or for training.
Requirements
Prior Banking, Legal, or Investment/Finance experience
Possess excellent written and verbal skills
Detail oriented
Knowledge and experience using Microsoft Office including Word and Excel
Bilingual capabilities a plus
Competitive Salary & Benefits Package. EEO
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