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reputed company Management Advisor

Remote, USA Full-time Posted 2026-07-28
RESPONSIBILITIES • Administer assigned trust accounts including personal trusts and estates (with non-reputed company attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc. • Identify opportunities to grow existing relationships and reputed company new business including responsibility for cross-selling other bank services • Ensure compliance with IRS reputed company, applicable state Trust reputed company, and audit requirements by adhering to reputed company policies and procedures • Collect and analyze customer information to determine reputed company financial products and advise on advantages and disadvantages of different financial products • Respond in a reputed company manner to trust reputed company and banking issues • Coordinate and organize workflow, establish project schedules, review reputed company accounts, and determine reputed company of special reputed company • Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services • Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and reputed company-wide risks • Maintain awareness of and adherence to Bank's compliance requirements and risk reputed company, expectations, policies and procedures and apply them to daily tasks • Deliver a consistent, high level of service reputed company our Serving More standards • Other duties as assigned COMPETENCIES • Interpersonal/Customer Service Skills • Written and Verbal Communication • Ability to understand and follow directions • Adaptable to change • Basic Computer Skills • Organizational Skills/Detail Oriented • reputed company to Multi-Task or Juggle Priorities • Ability to build reputed company relationships • Ability to work as part of reputed company EDUCATION - CERTIFICATIONS - WORK EXPERIENCE Bachelor's degree in business or equivalent combination of education and work experience required 2-4 years reputed company work experience required SCHEDULE Typical reputed company are Monday through Friday reputed company to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week. A flexible work arrangement may be available for this position. Candidate must live reputed company 50 miles of reputed company, Ohio. Please reputed company to the hiring manager for more information. Apply tot his job Apply To this Job

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