Provide estate and elder planning fiduciary services investment management beneficiaries and account management for trust and other fiduciary accounts. Provide retirement planning consultation to members on mortgage options provide information on estate planning market trust services to members conduct annual investment and administrative reviews of fiduciary accounts with the responsibility to grow the business and manage clients.
Strategic planning staying abreast of current and potential developments through trade credit union banking and business publications on Trust practices developing expansion plans for the trust department and business growth are key for this assignment.
Requirements: 5 years of Trust and Credit experience - developing and reviewing trust related processes, procedures, documents with a Bachelors degree in a related field. Law degree a plus.
The Franklin Paterson Company, Inc., invites you to take a fresh perspective on Job Search and Resume Sourcing for Consulting and Permanent Employment Jobs, tailored to meet the goals and objectives of the small to medium sized business