BalancedComp
Typically five-plus years of experience with the proven ability to maintain larger portfolios or wealthier clients. Develops business relationships with clients and assures client satisfaction with trust products. Oversees client profitability, risk management, legal and compliance issues. Oversees the administration and creation of trust accounts, as per the client specifications. Must be familiar with the accounts and beneficiaries while he/she has accountability.
Updated: 2.19.19