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Senior Trust Officer
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- Tasks range from client interaction and advising (no selling), cash management, document review, interpretation and execution, and interaction with a wide variety of business professionals including bankers, investment advisors, real estate professionals, CPA's, attorneys and in house colleagues.
- Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.
- Apply principals of the Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts.
- Bachelor's degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable).
- Additional certification (i.e. JD /MBA/CTFA/CFP/CPA)is strongly preferred.
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