Trust Officer Job at TCA TrustCorp America, Washington DC

Nkxoa010dzJiRzdXNkpuQmFQVzNRVlVmRnc9PQ==
  • 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

ODYSSEY Marketing Inc

Sports Minded Marketing Manager Trainee Job at ODYSSEY Marketing Inc

 ...elite athlete your entire life. From rec sports to collegiate athletics, you have lived...  ...Building upon existing marketing campaigns, managing client accounts, and ensuring a...  ...Bachelor's degree in a related field or internship experienceLeadership experience; team,... 

Camping World Holdings, Inc.

RV Sales Associate Job at Camping World Holdings, Inc.

Camping World is seeking an RV Sales Associate for our growing team. We're looking for a high energy, motivated RV Sales Associate to grow the business. Ideal candidates will possess the drive to work hard, sell RVs, have fun and make money! Your passion to generate sales... 

Dallas Healthcare Consultants

Polish-Speaking Patient Enrollment Specialist Job at Dallas Healthcare Consultants

 ...Job Description Job Description Job Description Job Title: Polish-Speaking Patient Enrollment Specialist Location: Remote About Us: Our client is an innovative leader in remote patient monitoring, committed to revolutionizing patient care. Utilizing... 

Paramount Pictures

ELC Director Job at Paramount Pictures

WBZ-TV/WSBK-TV/CBSN in Boston has an immediate opening for a dynamic automated Newscast Director. If you have strong leadership in and out of the control room while fulfilling production needs, we are looking for you to join our team!RESPONSIBILITIES:The main responsibilities... 

HR Recruiting Services

Executive Assistant to CEO Job at HR Recruiting Services

 ...We arelooking for a highly organized and detail-oriented EA to join our client's team. The Confidential Executive Assistant will provide support as the primary point of contact for internal and external constituencies on all matters pertaining to the CEO. andyou...