Jay Busch Email & Phone Number

Manage high volume of accountsOpens and routes incoming mail, answers correspondence, provides telephone client service, and assists in maintaining office suppliesOversee work performed by various Private Banking operational groups to ensure the smooth operation of the trust and estate accountsPerform collateral monitoring to prevent margin callsMonitor overdrafts dailyTransfer money to various accounts per client requestAssist Trust Officers in ensuring all branch… Show more Manage high volume of accountsOpens and routes incoming mail, answers correspondence, provides telephone client service, and assists in maintaining office suppliesOversee work performed by various Private Banking operational groups to ensure the smooth operation of the trust and estate accountsPerform collateral monitoring to prevent margin callsMonitor overdrafts dailyTransfer money to various accounts per client requestAssist Trust Officers in ensuring all branch related risk management activities are complied with and completed according to policy and proceduresPerform annual account reviewsHave a working knowledge of the portfolio of accounts by working closely with the Portfolio ManagerAssist Trust Officer with Estate Settlement processReview and interpret Trust DocumentsExecute and monitor discretionary distribution according to language in Trust Documents Show less

Directs and coordinates the activities of the Corporate Trust department including delegating work, ensuring the accuracy and completeness of the work, recruiting, coaching, motivating, teambuilding, objective setting and ongoing performance managementDirects relationship management with clients, prospects and centers of influence to maintain existing business, maximize growth and achieve sales targetsIdentify, raise and implement process improvements related to efficiencies, controls… Show more Directs and coordinates the activities of the Corporate Trust department including delegating work, ensuring the accuracy and completeness of the work, recruiting, coaching, motivating, teambuilding, objective setting and ongoing performance managementDirects relationship management with clients, prospects and centers of influence to maintain existing business, maximize growth and achieve sales targetsIdentify, raise and implement process improvements related to efficiencies, controls and regulatory complianceInteract daily with relationship managers and all levels of managementPerform other related assignments/projects as requested by managementProviding guidance and supervision to other team members on legal documentation, transaction structure and mechanicsRespond to client enquiries or provide information as requested by clients or directed by senior team membersAssist in a major merger of another large Corporate Trust firm Show less