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Private Wealth Trust Officer
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- The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts.
- Indepenently administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of governing documents, local law or Court Order under which authority is conferred.
- Estimate taxes and allocate tax payments between principal and income, and maintain tax calendars.
- Gather data for account reconciliation's, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries.
- Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate.
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