Candidate Profile #418304

New York  – Sr. Corporate/Personal Trust Officer

• Years of Related Experience: 20+
• Minimum Salary: $150K
• Work Area:  New York
• Experience:
  • Responsible for a variety of irrevocable, revocable, special needs trusts, conservatorships, IRAs, and IMA accounts. 
  • Executes complex trust interpretation and problem resolution.
  • Supervises a team of trust assistants.
  • Communicates complex trust and tax information to grantors, beneficiaries, and guardians.
  • Manages trust administration fee collections.
  • Responsible for submitting necessary information for annual court accounting preparation.
  • Communicates with attorneys and tax professionals.
  • Assists with asset management and investment decisions.
  • Serves as a Trust Advisory Committee member with corporate signer authorization.
  • Responsible for resolving the most complex Trust compliance matters and new business development.
• Reference #:  418304
• Send Candidate’s Resume:  Click Here