Work with the Account Opening Group to open estate or trust accounts.

Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.

Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.

Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.

Utilize risk management tools, such as the overdraft report, daily transaction report, Administrative Review, and the Investment Systems to ensure that all exceptions are properly addressed and kept to a minimum

Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration.

Work with Tax Officers and trust counsel to resolve tax issues.

Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus