Trust Officer in 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...