ABOUT VAN LIEW TRUST COMPANY

Van Liew Trust Company is an employee-owned firm dedicated to helping clients achieve their long-term financial goals. The company believes in a collaborative environment where every employee is empowered to contribute, grow, and make a difference.

· Being the initial point of contact for client communications.
· Ensuring timely execution of administrative and operational tasks (e.g., tax checks, wires, charitable gifts).
· Maintaining and updating portfolio records and Customer Relationship Management (CRM) systems.
· Assisting with the onboarding of new clients and ongoing account maintenance.
· Supporting portfolio managers in monitoring investment portfolios and preparing client reports.