Trust Officer I

Job description

JOB SUMMARY: Responsible for the administration of assigned accounts, including some complex Estates, Trusts, Guardianships and Agencies. Represents the Bank in associated business activities in the community and with clients, attorneys and beneficiaries on all matters relating to these accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Responsible for opening and maintaining client accounts, handling all matters related to administration of assigned accounts in accordance with governing instruments, law, and Bank policy. - Responsible for closely documenting real estate and mortgage notes held in assigned accounts. - Responsible for arranging appraisals and/or evaluation of assets. - Responsible for the coordination and oversight of trust asset transfers and receipts. - Responsible for creating, organizing, and maintaining complete accounting records for accounts, including collecting and disbursing funds for clients and beneficiaries, as well as account expenses. - Responsible to contact and correspond with clients, beneficiaries, and their advisors. Resolve issues of concerns to the principals, beneficiaries, and others, in carrying out the provisions of the governing instrument...