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- Manages a book of trust accounts, in accordance with governing trust documents and applicable laws and regulations
- Advises other account officers concerning the administration of their fiduciary accounts in matters such as trust administration, estate settlement, estate taxation and fiduciary income taxation
- Facilitates the process of transferring funds and assets to corpus of trust.
- Collects income or proceeds from sales of assets and deposits funds in trust accounts.
- Facilitates payment of debts, liquidation of liabilities, and disbursement of funds as needed by the beneficiaries and conditions of the trust
- Prepares and reports financial accountings for grantor, beneficiaries, executors, and/or courts as required by specific provisions of a trust agreement
- Oversees the preparation and filing of trust tax returns
- Develops relationships with clients, professional advisors (i.e. attorneys and accountants), and others, as applicable, and develops new business for the Division with both existing and new customers
- Ensures that all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines
- Serves as a valued team member and resource for the Division’s employees
- Performs other related duties as assigned
- Excellent verbal and written communication skills
- Ability to maintain tact, composure, and professionalism when situations become stressful
- Excellent organizational skills and ability to effectively and continuously reprioritize an evolving workload
- College degree required
- JD, CTFA or CPA preferred
Experience and Knowledge
- Minimum of 5 to 7 years of demonstrated personal trust administration experience, preferably in the trust department of a bank or law firm
- Understanding of trust administration, estate planning, estate taxation, and fiduciary income taxation