Legal Career Center

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