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Legal
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... (group, individual, pension); Debtor/Creditor and Tax; Exam coordination; Government compliance. Manages ... alternative solutions for clients, outside counsel, insurance departments, courts, and other ... manuals for department's clients. Drafts..
... established practice, approved procedures and legal constraints with primary focus in ... the preparation and filing of tax returns and other regulatory filings ... or charitable trusts. Work with..
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Trust Officer Duties: Responsible for providing customer service and account administration in addition to the sales and distribution of investment and fiduciary services. This position involves profiling customers, identifying customer’s financial ..
... will interpret and review various legal documents in relation to estate ... planning knowledge. Look at the tax situation of the individual and ... angles to ensure the maximum..
Vice President and Trust Officer Duties: Develops, maintains, and manages relationships with clients that allow for a thorough understanding of their personal and financial needs. Provide counsel to clients with investments, ..