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Closely-held Business Services Specialist The candidate will work with the Director of CHBS. Will coordinate internal staff and take primary responsibility for the technical analysis, fiduciary evaluation and business responsibilities for closely-held assets held in fiduciary accounts. Work with market...
Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in...
Counsel Duties: Direct the family office functions of the firm including trust and estate planning and administration, tax planning and preparation, wealth reporting and other services. Will be responsible for handling all legal initiatives of the firm and providing...
Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships...
Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships...
Client Advisor The candidate will act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Will develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive...
Client Advisor II The candidate responsibilities will include: Act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients' needs, preferences and overall wealth;...
Administrative Officer I Duties: Assist the Senior Trust Officer and Trust Officer in all phases of account/relationship administration. Coordinate the internal delivery of services through the appropriate channels within the Fiduciary Services Group and/or Trust Operations to include, account funding,...
Administrative Officer II The candidate will assist the Senior Trust Officer and Trust Officer in all phases of account/relationship administration. The TAO will coordinate the internal delivery of services through the appropriate channels within the Fiduciary Services Group and/or Trust...
Administrative Officer II The candidate will assist the Senior Trust Officer and Trust Officer in all phases of account/relationship administration. Will coordinate the internal delivery of services through the appropriate channels within the Fiduciary Services Group and/or Trust Operations to...