VP, Trust Officer or VP, Senior Trust Officer - Rock Island, IL

Only for registered members Rock Island, IL , United States

3 days ago

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Job Summary

The Trust Officer is responsible for the interpretation and execution of legal documentation as presented for Estate and Trust Administration, maintaining and deepening existing client relationships, and ensuring the department's fiduciary responsibilities are met.

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Responsibilities

  • Oversee assigned personal trusts, estates, trusts in lieu of probate, agencies, conservatorships, IRAs, OBRA trusts,
  • Suggest as appropriate and assist in implementing custodial (de facto guardianship) and other personal care services for incapacitated or incompetent beneficiaries.
  • ,
  • Interpret Wills,
  • ,

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