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)
Title: Trust Associate
Job Location: Fremont, CA
Hiring salary range: $75,000.00 - $100,000.00 annual
Position Overview
The Trust Associate is
responsible for providing administrative and operational support for the Trust
Team. Specifically responsible for
providing administrative/data entry support for all Trust Officers/Administrators
with regards to onboarding new clients and marshaling in new assets.
Role and
Responsibilities
Primary
Responsibilities:
Additional
Responsibilities:
Minimum Qualifications
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