Job Description
Job Description
Responsibilities include but are not limited to: Oversee proper administration of trust and estate accounts to ensure compliance with all regulatory rules, regulations, laws, and bank policy and procedures. Trust administration including review synopsis and administration of the trust in accordance with the governing document; perform annual reviews, clear and professional correspondence with beneficiaries, attorneys, accountants, and other interested parties; review of required tax filings; oversee and facilitate the termination and distribution of assets upon occurrence of a terminating event. Estate administration including review and synopsis of documents, clear and professional correspondence with beneficiaries, attorneys, accountants, and other interested parties; collection, valuation of estate assets; management of assets; coordination of the preparation and filing of estate and income tax returns, prep...
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