Trust-Estate Officer Job at Valley National Bancorp, White Plains, NY

bEloRkxnN2RWSFZoN3pROTRxcG9hOVpQY1E9PQ==
  • Valley National Bancorp
  • White Plains, NY

Job Description

Responsibilities include but are not limited to:

* Oversee proper administration of trust and estate accounts to ensure compliance with all regulatory rules, regulations, laws, and bank policy and procedures.

* Trust administration including review synopsis and administration of the trust in accordance with the governing document; perform annual reviews, clear and professional correspondence with beneficiaries, attorneys, accountants, and other interested parties; review of required tax filings; oversee and facilitate the termination and distribution of assets upon occurrence of a terminating event.

* Estate administration including review and synopsis of documents, clear and professional correspondence with beneficiaries, attorneys, accountants, and other interested parties; collection, valuation of estate assets; management of assets; coordination of the preparation and filing of estate and income tax returns, preparation of accounting and distribution of assets.

* Partner with Valley Wealth Management (VWM) advisors for Investment management and oversight, including establishment of investment objective and target asset allocation for each account, and periodic assessment to assure each account is managed pursuant to its objectives and is in line with its targets.

* Analyze trust documents for administrative, legal, tax, and investment issues and escalate to management when appropriate.

* Responsible for large securities litigation settlement accounts, including preparation of accounting, wires, purchase, and sale of securities and T-bills using internal vendor system or partnering with broker/dealer affiliate.

* Responsible for the trading of corporate and municipal bonds and equities trades using internal vendor system or partnering with broker/dealer affiliate. Maintain and monitor list for TIC (Trust Investment Committee) review.

* Monitor proxy voting through Broadridge(software) and present at TAC (Trust Administrative Committee) meeting.

* Administer Investment Management, Custody, Corporate Trust, and Escrow accounts.

* Knowledge of internal processes and procedures for account pre-acceptance, account opening/closing/and maintenance, investment process including annual regulatory and administrative reviews, and other administrative processes.

* Develop and retain new business opportunities by deepening existing relationships and through external professional advisor community with whom the employee interacts.

Job Tags

Similar Jobs

Perro Grande Mangement Corp

Fedex Delivery Driver Job at Perro Grande Mangement Corp

 ...FedEx Delivery Driver Job description: Our FedEx Contractor is currently hiring full-time and part-time FedEx Ground Delivery drivers in the Santa Fe, NM area. Drivers will be operating out of the Santa Fe FedEx terminal and making deliveries to local residences and... 

Idaho State Job Bank

Physician Assistant (Psychiatry - Harm Reduction) Job at Idaho State Job Bank

 ...Physician Assistant (Psychiatry - Harm Reduction) at Veterans Affairs, Veterans Health Administration in Boise, Idaho, United States Job Description Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement... 

Lincoln Electric

Sales Engineer Job at Lincoln Electric

 ...Headquartered in Cleveland, Ohio, Lincoln Electric is a $4.2B publicly traded company (NASDAQ:LECO) with over 11,000 employees around the...  ...Req ID: 24766 Harris Products is searching for a high energy "go getter" to join our team in the Carthage, TN location. This... 

GolfJobs

Golf Course Superintendent Job at GolfJobs

Share this job:Golf CourseSuperintendent11 October 2024Category: Golf Course Superintendent JobsCountry: USAState: ColoradoApply for this job.Click the button below to apply for this job.Apply NowAlready have an account? Log in firstGolf Course... 

BallenIsles Country Club, Inc.

Golf Course Assistant Mechanic Job at BallenIsles Country Club, Inc.

 ...Job Description BallenIsles Country Club is excited to announce a great career opportunity. We are seeking an experienced Golf Course Assistant Mechanic to join our Golf Course Maintenance team! Essential Duties: Overhauls and repairs maintenance vehicles...