Trust Officer Job at TCA TrustCorp America, Washington DC

NEV3ZTZnZEs0R3gyUWhwK2VTbzlEMEl2TkE9PQ==
  • TCA TrustCorp America
  • Washington DC

Job Description

Job Description

Job Description

Growing, profitable Trust Company -- in business over 25 years --- with office conveniently located near a metro stop on the MD/DC border.

Summary
Review and understand trust documents and assist with administration of personal trusts in accordance with trust documents

Language Ability
Ability to read, analyze, and interpret common legal documents including Wills, Trusts, and other Estate planning documents. Ability to respond to common inquiries or complaints from customers.

Investment Ability
Ability to understand customer account statements and the basics of investment theory and strategy.

Computer Skills
Should have knowledge of Microsoft Office software and will need to become familiar with FIS/Charlotte/Sungard database software.

Administrative Support
Individual should be able to operate with limited administrative support.

Qualifications:

  • Previous experience as a paralegal or other legal or financial services field
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Deadline and detail-oriented
  • JD with estate planning experience reach out for sure
Company Description

Independent, profitable and growing Trust Company,,,, in business since 1996.. located on red line metro stop

Company Description

Independent, profitable and growing Trust Company,,,, in business since 1996.. located on red line metro stop

Job Tags

Similar Jobs

Hearst

Data Storytelling Motion Designer Job at Hearst

 ...Motion Designer Hearst Television (HTV) seeks an experienced Motion Designer with exceptional design, organizational and communication skills to join HTV Design, our centralized graphics team located in Winter Park, FL. This position is in-person and responsible for... 

Prime Time Healthcare LTC

Travel Nurse RN - Long Term Care (LTC) Long Term Care Job at Prime Time Healthcare LTC

 ...Job Description Prime Time Healthcare LTC is seeking a travel nurse RN Long Term Care (LTC) Long Term Care for a travel nursing job in Dousman, Wisconsin. Job Description & Requirements ~ Specialty: Long Term Care ~ Discipline: RN ~ Duration: 13 weeks... 

Confidential

Chief Information Officer (CIO) (San Diego) Job at Confidential

 ...Chief Information Officer (CIO) About the Company Accomplished legal organization Industry Legal Services Type Privately Held About the Role The Company is in need of a Chief Information Officer (CIO) with a strong background in IT leadership, particularly... 

The Theater Project

Board members - two-year commitment, minimum Job at The Theater Project

 ...The Theater Project is currently interviewing candidates for its board of trustees. We are looking for those who believe in the power...  ...of a very successful professional company, we are seeking board members who can help us to diversify and fund raise. Board members are... 

Syntricate Technologies

ServiceNow CMDB Developer Job at Syntricate Technologies

Required Skills: Experience in configuring CMDB for ServiceNow configuration of the defined CMDB Schema and CI Items in ServiceNow Definition of CI Items and its corresponding attributes. Develop a blueprint for service mapping (add applications to ServiceNow)