UNKNOWN

FEED

Case management coordination: maintaining communication with case management team including Consultant, Servicing Advisor and Attorney; Manage/document regular client contact (written & verbal), as well as trust account information: documenting client phone calls, correspondence and general account information through the appropriate software systems/reporting tools; Responsive and proactive client contact: ensuring timely responses to client requests including reaching out to current clients in a proactive manner and exercising attention to an excellent client experience; Review daily reports/transactions: monitoring the prior day’s account activity in the appropriate software system; Monitor trust client account cash levels in line with anticipated distributions and coordinate with the Investment Manager when cash needs to be raised from the investment portfolio; Payment submission/logging: documenting every distribution for payment under the supervision of a Trust Officer and submit through the proper workflow channel; Documentation of discretionary authority/drafting memos: preparing the documentation of requested and/or approved distributions and submitting it through the proper workflow channels, including maintaining documentation of requests and approval of distributions; Oversee the onboarding of new accounts: assisting with the review and approval of account set- up, completeness of client documentation, and production and distribution of welcome packets; Perform administrative reviews: working with the supervising Trust Officer, as well as independently on assigned accounts to review recently opened accounts and assist with annual reviews of; Tax filing requirement: ensuring that appropriate tax documentation is prepared and provided for a trust account; Real estate and other asset purchases/reviews: ensuring that proper steps are taken to purchase and maintain any real estate or other asset transactions; Partner with the assigned internal or external investment advisors to accomplish investment objectives for client accounts; Account Administration: Administer assigned client trust accounts in accordance with the trust agreement and client specifications, acting as the personal representative of an estate, agent under a custody agreement, safekeeping or investment management arrangement; Process trust business through multiple interfaces including Microsoft Excel and the Customer Relationship Management (CRM) platform; Trust knowledge: possessing and updating technical fiduciary knowledge in the areas of trusts, tax, fiduciary investing, regulation, compliance as well as having a focus on special needs and/or estate planning trusts. This person will assist with the daily administration of special needs trust accounts, monthly and annual projects, and be tasked with acting as a backup to Trust Officers who are out of the office.

The Forge Companies

Trust Officer

clearcompany

This Managing Director role is responsible for expanding Armanino's Valuation and Financial Modeling practice by driving business development, leading complex client engagements, developing talent, and partnering across advisory practices to deliver integrated solutions. The ideal candidate is a proven valuation leader with a strong commercial orientation, deep technical expertise, an established professional network, and a track record of building teams, developing people, and expanding client relationships in a consulting environment.

YEAR

Armanino McKenna LLP

Managing Director, Valuations

Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 4 is a significant supporting member of the client’s Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc. Ability to read, analyze and interpret business periodicals, professional journals, technical procedures or governmental regulations; to write reports, business correspondence and procedure manuals; effectively present information and respond to questions from groups of managers, clients and the general public.

Hancock Whitney Bank

Commercial Portfolio Manager (Healthcare)

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Tax Attorney Jobs in Tennessee

Tax Attorney Jobs in Tennessee

Trust Officer The Forge Companies

Managing Director, Valuations Armanino McKenna LLP

Commercial Portfolio Manager (Healthcare) Hancock Whitney Bank

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