Director Of Trusts
Current- Acts as a client relationship manager and liaison between customers, trustee, accounting, legal and operations personnel to ensure cooperation on matters of mutual concern
- Works with auditors, both internally and externally, to facilitate any required examinations of customer accounts
- Manages the process for transfer of assets and records to successor trustees, when applicable
- Conducts individual consultations with prospective and current trust clients
- Designs and… Show more
- Designs and presents workshops, webinars, community presentations, and conference sessions to educate current and prospective Trust clients on a wide range of applicable issues, including identifying and recruiting.