SERVICESLEADERSHIPHISTORYMANDEL FOUNDATIONCAREERSIN MEMORIAM

Trust Officer

The role of the Trust Officer is to provide high quality trust services to Parkwood and its clients.  The successful candidate will be responsible for running the Delaware office.

Responsibilities

  • Responsible for onsite management of the annual state bank examination
  • Prepare and review client and regulatory reports
  • Prepare annual account reviews for each trust
  • Creates quarterly reports of all approved investment decisions
  • Approves all quarterly fees for each trust account
  • Reviews monthly budget reports

Required Experience

  • Bachelor’s degree
  • 2-4 years’ experience of trust administration in the legal and/or trust field
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft applications

Other Desirable Attributes

SUBMIT YOUR RESUME
or, email us at recruiter@parkwd.com