Keep abreast of federal/state trust regulations/tax laws and any impact from changes to those regulations/laws.
Prepares customized financial plans in a manner that is tailored to the needs of the clients and consistent with the team leader's goals and preferences.
This program immerses college students in the financial services industry and our unique culture.
Review estate planning documents in accordance with the new account acceptance process and discretionary distribution process.
Acts as liaison with finance partners to ensure that the Trust Company Payroll, Taxes and other charges are accurate and recorded in a timely manner.
FEATURED BLOG POSTS
Hiring Taking Too Long?
We all know one of the biggest downfalls of a successful recruiting and hiring process is the amount of time it takes to hire someone. The time it takes to hire is sometimes completely out of line with applicant's expectations, creating a huge gap between candidates and businesses. Meanwhile, most recruiters and hiring managers don't even notice that they're taking too long. They have been fighting the symptoms of a too-long-hiring process without addressing the problem at the root. Here, we will expose some of those symptoms and offer solutions to help shorten your hiring process.
5 Common Interview Mistakes
Everyone's interview process is unique in some form or fashion. Like most, your interview process is crafted so you can get the most information out of your candidates to increase hiring confidence and make the right hiring decisions. However, there are often small problems in interview processes that could ultimately affect the success of hiring decisions.
4 Ways to Make Your Job Posting More Inclusive
According to a Glassdoor survey,
How to Calculate Net Income
Understanding your finances can be daunting even if you’re good with numbers. Your net income, in particular, is a key metric for determining how well you’re doing financially and whether your current way of operating is sustainable or not.
To ATS or not to ATS
As hiring is becoming more analytical and data-driven, companies have found ways to incorporate technology to help hire and recruit more efficiently. ATS, also known as an applicant tracking system, has become one of the most widely adopted technological recruiting tools to date. In fact, according to data from Capterra:
6 Best Ways to End a Cover Letter with Examples
Including a cover letter with your resume is a great way to introduce yourself to the hiring manager, tell them why you’re the ideal fit for the role, and provide context about your personal situation. A strong cover letter will give you an advantage over other applicants. But it’s important that you structure it properly and write it powerfully so that it carries an impact. This article will discuss how to end a cover letter effectively so you catch the eye of a hiring manager and increase your odds of landing an interview. Read on to learn more.