Fiduciary Administrator - Philanthropic Grant Administration Team
CurrentProvide specialized trust administration, specialized services and specialized risk management for all types of charitable trusts, and agencies for charitable and tax exempt entities. Administer charitable remainder trusts, charitable lead trusts, perpetual charitable trusts classified as private foundations and supporting organizations, and charitable investment accounts. Provide fiduciary oversight and handle complex issues regarding governing document interpretation, fiduciary risk and the… Show more Provide specialized trust administration, specialized services and specialized risk management for all types of charitable trusts, and agencies for charitable and tax exempt entities. Administer charitable remainder trusts, charitable lead trusts, perpetual charitable trusts classified as private foundations and supporting organizations, and charitable investment accounts. Provide fiduciary oversight and handle complex issues regarding governing document interpretation, fiduciary risk and the client account in order to create, expand and service relationships while managing the risk of those accounts. Partner with relationship managers and sales specialists to develop new business, retain and expand current relationships. Show less
