Trust Fiduciary Supervisor

• Manage an existing book of trust and estate accounts including revocable and irrevocable trusts, testamentary trusts, ILITS and IRA accounts, various types of charitable trusts, estate accounts, and agency accounts
• Initiate investment management of accounts by coordinating with Private Bankers and Investment Counselors
• Work with internal and external investment managers including equities, fixed income, mutual funds, ETFs, private equities, hedge funds and real estate vehicles
• Handle special assets such as promissory notes, operating agreements, LLC's, LP's, loan holds, life insurance policies, real estate interests and oil and gas interests
• Work with internal and external tax preparers to complete and file tax returns including Forms 1041, 5227, 990PF, 1042S, and 1099
• Review discretionary distribution requests
• Conduct annual administrative reviews for each account
• Assess client's overall estate and tax planning needs
• Ensure compliance with legal requirements and internal procedures
• Communicate with internal and external auditors and state examiners
• Work with Investment Management Oversight on risk identification and diversification
• Communicate effectively with clients and/or client's attorneys on trust and estate matters
• Attend in-person client meetings and investment reviews
• Establish working relationships with Private Banking and Investment teams
• Assess risk when making business decisions
• Drive compliance with applicable laws, rules and regulations

• 2-5 years relevant experience
• Experience in estate or trust management and administration
• Strong knowledge and proven technical proficiency in legal, investment and tax issues relative to trust and/or estate management and administration
• Proven strong communication
• CFTA preferred
• Experience with Fiduciary Income Tax
• Bachelor's/University degree or equivalent experience
• At least 4 years of experience in Fiduciary Operations Sector
• Experience in foreign exchange settlement, Intermediaries, Long Balances in Trust Contracts
• Knowledge in retirement plans, pensioners, exchange administration in Treasury
• Previous experience in Audit Attention, Testing and Control teams
• Mandatory certification in FIG 2 / 3 AMIB
• Skills in personnel management

Knowledge in Implementation of new products (WARRANCE, CERPIS, SPEI and Electronic Banking)