- Truist (Atlanta, GA)
- …client-facing wealth teams on proper procedures and policies necessary for account opening . Understands and is conversant with financial and estate planning ... and is responsible for all facets for onboarding new fiduciary business, including account paperwork production and...matter expert and provide mentoring and counsel to New Account Opening Analysts and other New … more
- Bank of America (Atlanta, GA)
- …trust reviews + Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance + ... + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer...trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving… more