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3 Nov 2021

Full-Time Eastern Wealth Management Trust Officer II

Eastern Bank – Posted by Easternbk Saugus, Massachusetts, United States

Job Description

Job Description

Responsibilities: 

  • 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

How to Apply

Click on the link below: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/427/?utm_medium=jobshare Once on the website. Click "Apply Now" and Join us for Good. Feel free to email: talentacquisition@easternbank.com if you have any questions.

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #BankingCareer, #WealthManagement, and Banking. Salaries: Not Disclosed.

Job expires in 12 days.

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