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Vice President Of Transactions The candidate is responsible for assisting with all investment closings and any other routine internal legal work. These investments include, Historic Tax Credit, Property Assessed Clean..
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Senior Trust Officer The candidate will be responsible for: Develops, manages and maintains fiduciary and investment-oriented client relationships. Utilizes fiduciary knowledge and relationship building skills to exceed client expectations. Engages..
SENIOR PERSONAL TRUST ADMINISTRATION OFFICER The Candidate will be responsible to develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs..