What are the responsibilities and job description for the Trust Officer position at TCA TrustCorp America?
Growing, profitable Trust Company -- in business over 30 years --- with office conveniently located near a metro stop on the MD/DC border.
Summary
Review and understand trust documents and assist with administration of personal trusts in accordance with trust documents
Language Ability
Ability to read, analyze, and interpret common legal documents including Wills, Trusts, and other Estate planning documents. Ability to respond to common inquiries or complaints from customers.
Investment Ability
Ability to understand customer account statements and the basics of investment theory and strategy.
Computer Skills
Should have knowledge of Microsoft Office software and will need to become familiar with FIS/Charlotte/Sungard database software.
Administrative Support
Individual should be able to operate with limited administrative support.
Qualifications:
- Previous experience as a paralegal or other legal or financial services field
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Deadline and detail-oriented
- JD with estate planning experience reach out for sure
Independent, profitable and growing Trust Company,,,, in business since 1996.. located on red line metro stop