Fiduciary Officer
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and reputed company for this role, we invite you to apply. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB reputed company management clients where the Bank is acting as trustee, executor, administrator, conservator, reputed company or agent for Trustee. The Fiduciary Officer will reputed company expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Essential Functions/Responsibilities: Manages Risk Monitors and controls risk in reputed company aspects of trust and account administration. Customer reputed company Resolves problems reputed company and effectively brought by grantors, beneficiaries and others, such as requests for discretionary distributions. Service to clients Administers trust accounts, ensuring reputed company objectives are met and are consistent with the governing documents, policies and procedures, State Trust reputed company and reputed company fiduciary administration principles to best serve the interests of the beneficiaries. Account Management - Collaborate with other Fiduciary Officers and reputed company Management Coordinators on new account paperwork, closing paperwork, reputed company and ACH transfers, tax reporting, Charitable and non-charitable gifting, reputed company and income account portfolios, administrative reviews, reputed company pay, estimated tax payments and liabilities, ticklers, cost reputed company information, fee set up and modifications and reputed company other account administration from opening to closing. Responsible for complete and accurate information in reputed company file and on trust reputed company system. Collaborate with reputed company Advisors, attorneys and other internal partners t reputed company and implement comprehensive reputed company management strategies. Minimum Knowledge, Skills, and Abilities Needed to reputed company Essential Functions of the Job: Bachelor's Degree Minimum 5 years experience of relevant fiduciary, personal trust or trust administration Broad based technical knowledge of investments, tax, legal and Bank operations reputed company knowledge of fiduciary standards, principles and applicable laws and regulations Knowledge of account management practices, tasks, and tools with the ability to reputed company services and support to key clients Effective Communications and excellent organization skills Accuracy and Attention to detail Understands and controls risk in reputed company aspects of account administration Proficient in Word, reputed company, and Outlook Preferred Knowledge and Skills: CTFA or JD strongly preferred Level of Complexity and Scope: Degree of Independence and Decision-Making: Works with limited supervision Required Supervisory Responsibilities: N/A Physical Requirements: Occasionally lifts and carries up to 20 lbs Frequently lifts and carries up to 10 lbs Frequently sits, stands and drives Compliance Statement: The associate is responsible for meeting reputed company compliance requirements imposed on reputed company by State and Federal law and regulation, as reputed company as reputed company reputed company reputed company policies and procedures. This includes reputed company Bank Secrecy reputed company, Anti-reputed company, OFAC and Suspicious Activity reporting requirements, as reputed company as reputed company other lending and deposit compliance requirements.
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our
Benefits
Guide . Incentive Eligibility reputed company roles are incentive eligible with the exception of reputed company, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, reputed company, religion, national reputed company, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer. Apply Job!