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Distribution Specialist II
As part of a centralized support team, incumbent is responsible for providing professional support to Regional Presidents, Portfolio Officers, Team Leaders and Administrators within all Wealth Management business lines through timely and accurate production of servicing requirements for termination of trusts, guardianships and decedent estates through timely and accurate handling of account closing requests. He/She will provide expertise in ensuring that distributions are made in accordance with the terms of governing documents and in compliance with all applicable policies, procedures, auditing and regulatory requirements of the Comptroller of the Currency and the SEC. Functions include, but are not limited to, preparation of detailed asset allocations, written and oral communication with
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