Job Description

Businesses development:

Attend and network at financial, legal and estate planning industry events

Trust Operations

Coordinate investment and distribution activities – interact with families and their trusted advisors to implement investment strategies and manage cash flow

Assist with new account on-boarding and set-up.

Coordinate all facets of trust administration -- cash management, tax planning and investment policy implementation.

Practice Improvement - participate in internal & external training programs to understand, and improve upon, the unique elements of our directed trust business.

Coordinate directions from investment / discretionary distribution advisors.

Oversee compliance and tax filing procedures

Coordinate new investment set-up / asset additions