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AAA Trust Advisor
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- We are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates.
- As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around wealth transfer plans.
- Administer various types of trusts and estates
- Provide clients clear explanations and guidance on trust accounts and estate planning strategies
- Stay current on trust, tax, and probate laws and regulation
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