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Senior Trust Officer
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Full-time
- Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
- Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process.
- Participates as a voting member of the Administrative Committee.
- Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.
- Personal trust administration.
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