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10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
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The Fiduciary Business Support Manager I will assist in designing scripts/controls, shepherding them through governance, and documenting necessary approvals. The Fiduciary Business Support Manager I is responsible for management and execution of key fiduciary services governance activities associated with various fiduciary committees associated with CFG’s Delaware limited purpose trust company as well as those of the Bank consistent with expectations of the Bank’s trust powers.
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Individuals must have prior probate trust and estate experience Individuals with an overall knowledge of real estate and fiduciary accounting experience are strongly encouraged to apply. Established law firm is currently hiring a Probate Paralegal.
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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
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CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD. Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities.
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Collaborate with the Tax Director, Regional Trust Specialist, Fiduciary Officer, and Trust Administration to onboard new trust accounts, identify tax related concerns and ensure accurate account set up from inception.
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Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide superior client service.
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Advanced Knowledge of Tax Law: Comprehensive knowledge of federal and state tax laws affecting trusts, estates, and high net worth individuals, including fiduciary income tax, gift tax, and estate tax regulations.
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Previous experience in probate process and preparing , state, and federal fiduciary income and death tax returns. Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns.
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The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee.
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Proactively engage other specialists within Bank of America's Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.) Responsible for the STO books management of fiduciary risks and trust policy adherence.
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Experience in fiduciary services (trust administration) corporate governance and operations desired. Serving as secretariat to the various fiduciary service governance committees that support the Delaware limited purpose trust company and Citizens Bank, N.A.’s governance committees.
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Case Management: Handle a diverse caseload related to trust and probate litigation, including disputes over trust validity, fiduciary breaches, and will contests. Education: Juris Doctor (JD) degree from an accredited law school.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Reporting to the Senior Trust Advisor, the Trust Administrator ("Administrator") will be a centralized role in the Fiduciary Center of Excellence, responsible for managing and administering all aspects of an assigned book of trust accounts.
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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fiduciary job Company: A Jacobs
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