Senior Trust Officer - Chevy Chase
1 week ago

Job summary
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.<+Responsibilities
+- Provides fiduciary administration support including the review of trust instruments,+participating in matters where the trustee is exercising discretion,+managing risk,+and conducting periodic trust reviews+
- Supports investment management accounts including the coordination of opening and closing accounts,+money movement,+and account maintenance+
Job description
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