Responsibilities

The Account Manager will coordinate account administration for complex client relationships, including fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. They will respond to client inquiries, develop action plans and reports, oversee transaction processing, and communicate with clients regularly. This role also involves assisting Wealth Management Trust Advisors and other team members with client requests, meetings, business development, and creating client presentations, while identifying service efficiency enhancements and process improvements.