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Associate Trust Officer Jobs
Company | Rockefeller Capital Management |
Address | New York, NY, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-01 |
Posted at | 10 months ago |
About Rockefeller Capital Management
- Assists Senior Trust Officers in managing trust and estate client relationships
- Manages the assets and income of trusts in accordance with trust or estate planning objectives
- Responsible for applying the provisions of trusts consistent with applicable statutes and regulations as well as meeting KYC, AML, and other regulatory compliance standards
- Bachelor's Degree
- CTFA a plus
- 3-6 years of experience in fiduciary or trust field
- Experience with trust and estate administration for high net worth or ultra-high net worth individuals preferred
- In depth product knowledge of fiduciary concepts and legal policies related to trust administration
- Excellent communication and presentation skills
- High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
- Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
- Strong attention to detail with excellent analytical skills
-
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