This is an entry level Personal Trust Officer position responsible for administering routine personal trust accounts such as testamentary/intervivos trusts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument. Under general guidance, sets up estates, trusts, agency accounts and guardianships where issues are routine and less complex in nature. Become familiar with governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Maintain contact with clients to discuss and advise on issues. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and trust issues.Basic Qualifications
*Represents basic qualifications of the position. To be considered for this position you must at least meet the basic qualifications.