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Trust Officer
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- The Trust Officer directs and coordinates activities relating to creating and administering trust accounts in accordance with terms creating trust, investment agency, wills, and estate accounts.
- Manages accounts for which the financial institution acts as the trustee, investment manager, guardian, agent, and as personal representative.
- Oversees preparation of annual distribution reports for Trust IRA clients
- Reviews fiduciary tax returns, individual tax returns and client information
- Works closely with SEI staff for support/training of Trust System Software and provides training to Trust staff
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