Trust and Estate Paralegal
Eleos Inc
Novato, california
The Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent law.
RESPONSIBILITIES:
- Deal directly with trust beneficiaries and agency clients regarding personal financial situation with minimal supervision.
- Independently prepare for new business meetings with prospective clients and/or assist Relationship Managers (RM), Director (D) and Trust Officers (TO) in preparation for new business meetings with prospective clients.
- Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
- Excels in communication with clients, accountants,...