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Trust Officer II
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Full-time
- Whether they're setting up a trust that provides wealth for the next generation or creating a fund for their philanthropic efforts, our trust officers, and portfolio managers help tailor our client's plans to meet current needs and their future goals.
- Manages a book of investment agent accounts, irrevocable trusts, IRAs, and other account types, providing high quality trust administration and service for high-net-worth clients
- Processing distributions (external and internal, wires, checks, and ACH)
- Records management (OnBase and physical files)
- Schedules appointments, maintains calendar, and schedules and coordinates meetings, events and/or travel arrangements.
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