Trust Administrator
Current- Conducts Annual Administrative and Compliance Reviews for clients in conjunction with the assigned Trust Advisor
- Leads the investment review exceptions process
- Handles annual tax coordination, fee set up, and daily cash management
- Takes responsibility for ensuring all accounts comply with applicable internal programs and procedures
- Oversees the account opening process for all new Investment Management and Trust business
- Facilitates the discretionary distribution process with approval authority of $25,000