|Title||VP / AVP / Trust Officer – 1731|
Responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, trust policy, state fiduciary statutes, banking regulations, and federal/state laws. The overall complexions of the accounts vary in nature, size, and complexity. The types of accounts serviced include but are not limited to: non-discretionary and discretionary agency accounts, directed and discretionary IRAs, guardianships/conservatorships, estate settlement accounts, and various types of trusts including revocable, irrevocable, irrevocable life insurance trusts (ILIT), supplemental needs, and testamentary.
|Qualifications & Requirements||
5+ yrs. trust industry exp. with at least three 3+ yrs. exp. as a Trust Officer. BS degree in Business or Accounting, MBA and JD degree preferred. Either completed or in process of completing courses to attain industry certification, (CFTA)