Associate Trust Officer - Estate & Trust Settlements

** Essential Duties and Responsibilities*
* + Reads and interprets trust and testamentary instruments and acts in accordance herewith.

+ Handles administration of more complex trust accounts.

+ Knows and utilizes applicable local law and tax law in the administration of revocable and

+ irrevocable trusts and decedent's estates.

+ Maintains a thorough knowledge and understanding of trust accounting principles.

+ Maintains technical abilities for the purposes of monitoring and administering personal trusts. This

+ includes the use of trust accounting and management software as well as word processing and

+ spreadsheet programs.

+ Assist Trust Officers in estate administration, including confirming assets, inventory, securing real

+ estate and tangible property and necessary court filings.

+ Confirms asset transfers and real estate recordings.

+ Secures date of death valuations and information on unusual assets.

+ Effectively interacts with Financial Advisors in the defining of the investment goals and

+ requirements for the achievement of trust objectives, the establishment of an appropriate asset

+ allocation, and the selection of investments suitable to the achievement of trust purposes.

+ Works closely with clients to determine the extent of their requirements and assist in the

+ achievement of their financial objectives.

+ Maintains records for annuity contracts and life insurance held in Trust.

+ Files death claims on annuity, life and pension contracts as necessary.

+ Secures and confirms beneficiary information and notifications as necessary.

+ Participates in Trust Committee and exercises sound judgment in the acceptance and execution

+ of administrative functions.

+ Reviews accounts on a daily basis through the use of the administrative officer's trial balance.

+ Instructs the assigned trust administrators of those actions to be taken in the proper and efficient

+ administration of trusts.

+ Monitors and takes action with respect to accounts as required.

+ Performs other duties and responsibilities as assigned.

** Knowledge of*
* + Principles of trust administration and estate planning.

** Skill in*
* + Communicating with associates at all levels as well as an array of clients.

+ Drafting written correspondence.

+ Operating standard office equipments and using required software applications, including

+ Microsoft Office applications sufficient to create letters, documents, spreadsheets and email.

** Ability to*
* + Function in a professional office environment.

+ Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced

+ work environment with frequent interruptions and changing priorities.

+ Reason and make decisions with limited supervision.

+ Provide efficient service to clients internal and external.

+ Deal with professionals such as Financial Advisors, attorneys, and CPA's.