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Senior Trust Advisor lo
Experience
5 yrs required
Location
Red Bank, NJ, United States
Posted on
Nov 12, 2022
Profile
Senior Trust Advisor
The candidate will lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning. Will act as key participant in large scale planning for Fiduciary Advisory. Review and analyze complex trust accounts in order to develop or expand relationships that require in depth evaluation of multiple factors including intangibles or unprecedented factors. Receive direction from leaders. Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements. Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. Interact with internal and external customers. Interact with Accountants and Attorneys.
Company info
Sign Up Now - EmploymentCrossing.com
Location : Conshohocken, PA
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Employer job 
90 Day Old Job 