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SUMMARY STATEMENT
Performs various clerical duties relating to the processing and administration of trust accounts. Includes opening and closing trust accounts, arranging asset transfers, updating trust account records, paying bills, and disbursing proceeds. Performs general clerical functions in support of the Wealth Management department and the Executive Leadership team.
PRINCIPLE DUTIES AND RESPONSIBILITIES
EDUCATION AND/OR EXPERIENCE
KNOWLEDGE, SKILLS & ABILITIES
Other
$46k-60k (estimate)
02/26/2024
05/09/2024