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AVP, Real Estate Officer
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$80,720 - $121,080 a year
Full-time
- Job Overview: The Assistant Vice President, Real Estate Trust Officer will be part of our innovative, entrepreneurial, high-performing team helping advisors be highly competitive in the industry and poised to help them grow by delivering independent financial advice.
- In some instance, may also include rental, commercial, farmland and timber properties as well as oil, gas, and mineral interests.
- Responsibilities:Illiquid Asset Administration: Serve as the Trust Real Estate officer for trust real estate as well as other designated special assets, mentoring and coaching trust specialists to assist you in managing special assets, communicating with trustees, beneficiaries, and financial advisors, reviewing annual trust reviews and ensuring that fiduciary standards and practices are observed.
- In addition, provide daily administration for special assets, including transaction management and/or execution.
- Consult with the Trust Administration Committee, Trust Counsel, beneficiaries, outside trustees, financial advisors, attorneys, and CPAs as appropriate.
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