Administers trusts in accordance with statutes and regulations, participating in income tax planning and preparation, and explaining tax matters to various parties
Job Summary
Administers trusts in accordance with statutes and regulations, participating in income tax planning and preparation, and explaining tax matters to various parties.
Interacts with Financial Advisors and clients to define goals, works with investment officers on asset allocation, and manages personal trust administration processes with beneficiaries and their advisors.
Assists in new business development, answers general inquiries regarding estate planning and trust services, and may lead the work of others, coaching and mentoring less experienced staff.
Matching Summary
Administers trusts in accordance with statutes and regulations, participating in income tax planning and preparation, and explaining tax matters to various parties.
Skills & Requirements
Must-have
Personal trust administration
Fiduciary laws and principles
Income tax planning and preparation
IRA regulations and Inherited IRA administration
Financial markets and products
Nice-to-have
Client-first integrity
Conservative long-term view
Develop, Collaborate, Decide, Deliver, Improve
Key Requirements
3 to 6 years general experience
Bachelor's in Accounting, Business Administration, or Finance