Managing Director

Summary

Attorney and CPA with expertise in tax, estate planning and overall financial planning specialities, as well as all fiduciary matter. Managing Director of large national bank working directly with clients and managing a team. Responsible for the daily operations of the trust department including client service, trust administration, supervising employees, hiring and training staff, fostering collaboration with other department managers. Member of Personal Trust Advisory Committee responsible for overseeing bank's Fiduciary compliance and account administration for client accounts. Over 25 years Trust Administration.

Expectations

Manage a team and oversee the operations of a trust department. Oversee fiduciary compliance to ensure adherence to policies and procedures in account administration. Provide broad strategic direction and financial planning to help clients and the team achieve their financial and personal goals.

Employment Preferences

Expected Base Salary

**5,000 USD

Academic Degree

Experience

Skills

• Trust Administration
• Manager
• Managing Director
• Attorney
• Certified Public Accountant