Client Service Frequent direct communication with client Support Senior Trust Advisor with all decision making aspects of trust administration Partner with Trust Advisor to retain client base Partner with Trust Advisor to optimize effective and efficient process and client service Account Administration Review daily trust activity Ensure compliance with all processes and

Maintains, tests and assures implementation of improvements to the control environment of the Treasury Department. Assures departmental compliance with regulations and that required documentation is in place by working with both internal and external legal staff. Responds to changes in controls needed due to changes in the trading environment, changes in regulations and F

Works with the performance calculation vendor and performs period end quality controls reviews to verify accuracy of portfolio and benchmark performance returns. Makes recommendations to the Investment Performance Manager for adjustments to performance return corrections. Receive and interpret request from investment professionals to configure performance systems for port

Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity. Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship. Working with client ad