Under the direction of the Manager and Team Lead, this position provides support in the administration of Personal Trust and Institutional Services accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent. Oversees daily operational activities of accounts as well as provides the highest level of service to internal partners, clients, attorneys, CPA’s, beneficiaries and other wealth advisors related to these accounts.
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Number of Employees
1,001-5,000 employees