Senior Tangible Personal Property Specialist senior Fiduciary Specialist

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Senior Tangible Personal Property Specialist (Senior Fiduciary Specialist)
The candidate will set up, administer, terminate and distribute complex accounts of all types. Will partner with field investment managers and other Wealth Management Group (WMG) professionals to develop and expand the business. Communicate directly with clients, Firms partners and centers of influence as well as external resources i.e., accountants, and attorneys, who are related to the client's accounts as part of day-to-day administration. Analyze trust/financial information, react accordingly and re-prioritize if appropriate. May act as a mentor. Oversee complex, unique needs of estates and trusts during the death settlement process. Assist in the management of probate and trust estates following the death of an existing Firms client. Identify issues and research across jurisdictions. Create, enhance, and expand customer relationships Ensure that the probate estate or trust account is managed in compliance with the governing document, bank policy and procedure, as well as with statutory and common law requirements. Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.

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