The Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent law.
RESPONSIBILITIES:
· Deal directly with trust beneficiaries and agency clients regarding personal financial situation with minimal supervision.
· Independently prepare for new business meetings with prospective clients and/or assist Relationship Managers (RM), Director (D) and Trust Officers (TO) in preparation for new business meetings with prospective clients.
· Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
· Excels in communication with clients, accountants, financial advisors, banking personnel, realtors, appraisers and other attorneys.
· Preparation of documents and forms including allocation agreements, sales agreements, pleadings, affidavits, deeds, promissory notes and letters of instruction to financial institutions. Excellent with numbers.
· Facilitates preparation of fiduciary accountings, income tax returns and estate tax returns.
· Creates and maintains all office forms, templates and office procedures. Trains and supports other paralegals and staff.
· Investment account management, compliance, administrative reviews, corporate trustee, relationship officer.
· Trust administration: terminating trusts, discretionary trusts, charitable remainder unitrusts, special needs trusts, irrevocable trusts created for estate tax planning purposes and agency trusts.
· Acts as Durable Power of Attorney for finances and Successor Trustee.
· Real property and personal property sales and management.
· Direct client contacts and community engagement.
Requirements
· Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
· Trust administration: terminating trusts, discretionary trusts, charitable remainder unitrusts, special needs trusts, irrevocable trusts created for estate tax planning purposes and agency trusts.
Benefits
In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. It's a growing public company with career advancement opportunities. We offer competitive compensation and comprehensive benefit programs including medical, dental, vision, 401K, profit sharing and employee stock ownership plans, tuition reimbursement, and an employee volunteer program.
b.1)Responsible from design review of new products, participate Packageand substrate(Lead frame and DBC) design review, optimize design, process characterization, generate related spec and work instruction, to be owner of qualification and customers samples to complete...
...This role will primarily service Nordstrom doors in the Los Angeles Area. About Westman Atelier A new standard of clean luxury. Founded by world-renowned editorial makeup artist Gucci Westman, Westman Atelier is a curated edit of skin-loving, performance-first makeup...
...team of professionals with your wealth of experience and leadership skills. Adapt to... ...Technology: Embrace technology to enhance your work, making it more efficient and enjoyable.... ...valued. Self-Motivated: Thrive in a remote work setting, taking initiative and demonstrating...
...registered professional nurse responsible for the delivery of the care of the patient through the nursing process of assessment,... ...different age categories. Department Specific Qualifications Wound Care Nurse Requires current BLS /ACLS Excellent interpersonal...
...Job Description: The counter sales position is designed to increase sales and customer satisfaction by efficiently and courteously assisting return customers, walk-ins, warehousing responsibilities, and telephone customers in the selection and acquisition of needed products...