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Trust Services ManagerCitizens Business Bank - Ontario, CAThe successful candidate for this position must have a minimum of (10) ten years of Wealth Management and Trust experience with direct management of Administrative and Relation Management Officers. Responsibilities include: Serving as Chief Fiduciary Officer, providing guidance and expertise; Ensuring all accounts are administered under the laws pertaining to Personal Trust and ERISA accounts; Assist in the preparation of the annual budget and monitors expenses; Performs ongoing compliance of Trust administration and operational functions; Lead coordinator in the internal and external audits (FDIC and DFI); Maintain, revise and review all Trust Services policies and procedures; Meets with clients, prospects, accountants, attorneys, and other professional advisors; reviews all... See job listing >28 days ago from Jobfox - Save - Block - Flag - More Tools...
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Citizens Business Bank
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Headquarters:
701 N Haven Ave Ste 350
Ontario, CA 91764
Phone: 909-980-4030
http://www.cvbfinancial.com - Line of Business: State Commercial Bank Accounting/auditing/bookkeeping
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Key Numbers:
Company Type Private Company Revenue $100M - $500M Company Size 500 - 1000 employees -
Job Location:
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