Trust Estates Officer IV

at  Cadence Bank

HOW YOU WILL MAKE AN IMPACT:

Responsible for daily administration of trust, estate, agency, and investment accounts in accordance with department written policies and procedures.
Supervise and train department personnel.
Meet with new and existing clients to review and administer trust and investment needs and to develop professional client relationships.
Ensure that applicable income tax returns have been prepared for all estate and trust accounts.
Review all client files and legal documents on a regular basis in order to ensure that the accounts are properly administered.
Maintain trust and other documents using Microsoft Office applications in a proficient manner.
Maintain shared trust files on the public trust intranet drive as needed.
Monitor client “Daily Investments and Cash Reports”, “Daily Transaction Reports”, and ‘Pending Disbursement Transaction Listings” to ensure that accounts have sufficient liquidity.
Ensure that a current “Statement of Investment Objectives” (SIO) has been signed and is on file for each client.
Prepare “Regular Account Reviews” annually on each account in order to ensure they are in compliance with trust policies and procedures.
Ensure that all accounts have been reported to the Trust Working Group as appropriate.
Maintain hard copy, if applicable, and electronic filing system for trust accounts as needed.

Responsible for business development of trust, estate, agency, and investment accounts in accordance with departmental written policies and procedures plus administration of these types of accounts. Duties include, but are not limited to, the supervision of department personnel, development of professional client relationships, review of client files and legal documents to ensure that accounts are properly invested. Must project a professional company image through in-person, telephone and electronic interaction.