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29 Dec 2021
Full-Time Vice President, Eastern Wealth Management Trust Officer II
Job Description
- Administer fiduciary accounts, including trust, investment management, agency and estate accounts, in accordance with governing documents and applicable laws and regulations
- Advise other account officers concerning the administration of their fiduciary accounts in matters such as trust administration, estate settlement, estate taxation and fiduciary income taxation
- Review trust instruments and other estate planning documents
- Help clients reach their financial goals and objectives, including the selection of an appropriate investment objective, and manage each account’s investments in accordance with the account’s investment objective by utilizing the model portfolios established and maintained by the Division’s Investment Department
- Develop relationships with clients, professional advisors (i.e. attorneys and accountants), and others, as applicable, and develop new business for the Division with both existing and new customers
- Ensure that all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines
- Serve as a valued team member and resource for the Division’s employees
Qualifications:
Education
- College degree required
- JD, CTFA or CPA preferred
Experience and Knowledge
- Minimum of 5 to 7 years of demonstrated personal trust administration experience, preferably in the trust department of a bank or law firm
- Understanding of trust administration, estate planning, estate taxation, and fiduciary income taxation
About Us
Committed. Inclusive. Courageous. Eastern Bank has built a legacy of investing in the communities we serve and helping our customers, communities and employees thrive and grow. We pride ourselves in having knowledgeable and experienced professionals that can provide the expertise, personal attention and service our customers deserve.
As a large full service commercial bank in the Greater Boston area, we are able to offer you unique opportunities for career growth throughout the organization, as well as a competitive compensation and benefits program.
As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us.
How to Apply
To Apply copy the link to your web browser: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/427/?utm_medium=jobshare Then click "Apply Now" If you have any questions please email: talentacquisition@easternbank.com and a member from our team will get back to you.450 total views, 0 today