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Regional Trust Manager
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$105,280 - $173,711 a year
Full-time
- Assigns accounts and ensures relationships are managed according to governing instruments, law and fiduciary policies and procedures to ensure an appropriate client experience, satisfactory audits and mitigation of company risk.
- Provides fiduciary oversight (in conjunction with the WM Leadership and WM Compliance Officer) and answers difficult or complex questions regarding trust taxability, document interpretation and fiduciary risk management.
- Provides fiduciary oversight and serves as regional team leader regarding trust platform account administration.
- Work directly with Compliance Officer to ensure utmost compliance with laws and policies and procedures.
- Areas of oversight may include, but are not limited to: trust, review, special asset and risk management committee participation, trust account pre-acceptance, complaint management, audit compliance and follow-up, annual account reviews, pending, watch and litigation list management, discretionary distribution approval, account distributions and termination, unique asset oversight, fee schedule implementation; document review and risk management.
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