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Associate Trust Officer
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Full-time
- Assisted in reviews and became more familiar with trust agreements, wills, contracts, and other estate planning documents to limit regulatory and legal risk.
- Work with team to discuss and explain complex tax and estate planning concepts and trust terms with clients.
- Coordinates with the team to carry out account administration and deliver financial reporting and planning materials for accounts.
- Work with the team to develop and strengthen systems and processes to enhance the client experience, achieve account objectives, simplify operations, improve efficiencies, and mitigate risk.
- Assisted in probate by First State Bank and Trust's policies and state laws.
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