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Fiduciary Services Business Support Manager
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Full-time
- The Fiduciary Business Support Manager is responsible for the management and execution of the fiduciary services account opening & closing processes.
- Jointly accountable for ensuring consistent on-going trust administration processes amongst customer facing colleagues and Private Wealth Middle Office.
- The Fiduciary Business Support Manager assists in designing scripts/controls, shepherding them through governance, and documenting necessary approvals.
- Which can include effective interface with Middle Office on all aspects of onboarding, for both the OCC Trust division and the Delaware limited purpose trust company.
- Coordinate with other Citizens Private Wealth professionals and advisors and Middle Office Onboarding colleagues involved in fiduciary services to ensure best practices are met.
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