Job Description
**Essential Duties and Responsibilities**
+ Administers trust and estate settlements in accordance with statutes and regulations.
+ Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.
+ Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
+ Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process.
+ May participate as a voting member of the Administrative Committee.
+ Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.
+ Assists New Business Development personnel and Financial Advisors in the sales process thr...
+ Administers trust and estate settlements in accordance with statutes and regulations.
+ Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.
+ Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
+ Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process.
+ May participate as a voting member of the Administrative Committee.
+ Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.
+ Assists New Business Development personnel and Financial Advisors in the sales process thr...