As VP/Senior Trust Officer, administers assigned accounts. Responsibilities include all facets of client service, administration pursuant to the terms of the documents, conforming to banking regulations and laws applicable to trusts, agencies and fiduciary appointments.
Duties include oversight of set-up of assets, obtaining appraisals and sales of trust real estate assets, calculation of distributions, approval of discretionary payments, and coordination of annual income tax returns. Reviews existing accounts to assure the administration is conforming to the terms of the instrument and that client expectiations are met. Includes supervision of the staff and audit functions. Makes sales presentations regarding products/services to potential customers.
Prior experience administering trust. Strong PC skills and knowledge of investment principles. Excellent administration, presentation, analytical, interpersonal and communications skills. EOE