Senior Trust Administrator recruitment
Monitor and Controls• Open and close accounts for clients, including preparation of checklists.• Coordinate and administer trust accounts for various clients in a support role.• Prepare annual administrative account review. • Monitor account transactions, including daily review and correction of overdrafts, automatic deposits and weekly review of standing remittances. • Maintain complete records, including supporting documentation for discretionary distribution and payments.• Maintain client contacts and work with Administrative Assistant to keep CRM up to date.• Prepare Read more […]
August 12, 2012
• Tags: Private Banking, Senior Trust Administrator recruitment, Wealth Management careers in the USA • Posted in: Financial • Comments Off on Senior Trust Administrator recruitment