Businesses development:Attend and network at financial, legal and estate planning industry eventsTrust OperationsCoordinate investment and distribution activities – interact with families and their trusted advisors to implement investment strategies and manage cash flowAssist with new account on-boarding and set-up.Coordinate all facets of trust administration cash management, tax planning and investment policy implementation.Practice Improvement - participate in internal & external training programs to understand, and improve upon, the unique elements of our directed trust business.Coordinate directions from investment / discretionary distribution advisors.Oversee compliance and tax filing proceduresCoordinate new investment set-up / asset additions
