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Southern Ute Indian Tribe

Ignacio, Colorado

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The Private Trust Company, part of LPL Financial

Cleveland, Ohio

East Cambridge Savings Bank

Cambridge, Massachusetts

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First State Bank & Trust

Basehor, Kansas

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Chain Bridge Bank, N.A.

McLean, Virginia

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Columbia University in the City of New York

New York, New York

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International Bank of Chicago

STONE PARK, Illinois

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County National Bank

Hillsdale, Michigan

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Atlanta, Georgia

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Vancouver, Washington

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Tampa, Florida

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New York,

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Southlake, Texas

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Ohio

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RiverStone Health

Billings, Montana

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DeCosmo Law

Camden, New Jersey

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Valdosta, Georgia

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Trust New Business Associate
Job Description Provide sales support for New Business Trust Officers. Duties include assistance with communication with Financial Advisors related to pipeline activities, opening and funding of personal trust accounts, updating pipeline for both current and future appointments, support trust officers with day-to-day duties, subcommittee approval request and projects as needed. Directly engage with financial advisors to aid the Trust Officers in maintaining a positive experience for our advisors and clients. Responsibilities ??? Provide support moving initial trust opportunities through the acceptance cycle through the gathering & review of required documents, asset valuations, previous tax statements & returns, as w


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