Provide a best in class, proactive and personalized client experience to high net worth clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity and an ability to respond to stated and unstated client needs and concerns.
Assist the Senior Trust Officer in building and maintaining effective internal and external partnerships, with a view to providing seamless, impactful solutions across a variety of financial services disciplines.
Assist the Senior Trust Officer with revenue collection and contribute to the branch’s profitability by assisting with accurate forecasting and the timely collection of fees, including making recommendations regarding situations that may warrant a non-standard fee agreement.