Purpose: Administer Trust accounts in accordance with terms of governing legal documents, laws, regulations and trust department policies. Assist in the development of new client relationships for the department and work to expand existing client relationships. Act in the best interests of the trust beneficiaries and the bank. Essential Duties & Responsibilities: Account Administration: Manage a portfolio of existing relationships emphasizing client service as well as the retention and expansion of these relationships. Analyze requests and make decisions regarding discretionary distributions. With the assistance of senior staff, handle the administration and settle
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101 Federal Street, Suite 1900 Boston, MA 02110, United States