What are the responsibilities and job description for the Trust Administration Director position at Cetera Financial Group?
Job Summary
The Senior Trust Officer is responsible for delivering excellent client experiences in partnership with the client advisor, trust administration, new business, operations, and compliance teams. This role involves managing activities of tax accounting regarding individual and fiduciary tax planning and tax return preparation, as well as participating in the development and launch of new products and platforms such as a Directed Trust option.
Core Responsibilities
- Deliver excellent client experiences.
- Manage activities of tax accounting.
- Participate in new product development and launch.
- Serve as a mentor and educator for other trust officers.
