Wealth Management Solutions, Trust - Summit, NJ, United States

Only for registered members Summit, NJ, United States

2 days ago

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Job summary

The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people.

Responsibilities

  • Work with the Account Opening Group to open trust accounts
  • Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records

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