Responsible for the administration, reporting, and relationship management of selected trust, agency, estate and custodial accounts. Essential Duties and Responsibilities: include the following. Other duties may be assigned. IRA, Agency, and trust administration. Asset management of accounts. Daily, monthly and annual operations. Statement and account balancing, required minimum distributions, taxes, etc. Filing and clerical duties.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree