Trust and Estates/Attorney/In House/Braintree, Massachusetts
Location: Braintree Massachusetts
Description: GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Braintree, Massachusetts right now, this occupation will be placed in Massachusetts. Detailed specification about this occupation opportunity please read the description below. Head of Worksite Trust Duties: Will be reporting to the President of a nationally charter! ed bank, the Head of Worksite Trust would be responsible for overseeing the retirement trust business which includes: custodial and trustee services for corporate, government and tax exempt retirement plans of every kind, including qualified and non-qualified plans, Individual Retirement Accounts, as well as trust or custodial services for Voluntary Employee Beneficiary Associations, Internal Revenue Code Section 115 Trusts, services related to common remitter arrangements, custodial services for assets or insurance products held in qualified plans, contract holder of group annuity or group funding agreements, and servicing agent for retirement plans. Ensure compliance with appropriate banking, regulatory, and fiduciary standards. Vendor management oversight for both affiliated and unaffiliated vendors. Periodic (monthly, quarterly, and annual) reporting on vendor performance results. New business acceptance (e.g., review and execution of trust agreements, etc.). Ongoing re! view and maintenance of standard trust agreements. Managing th! e internal committee responsible for monitoring the retirement trust business. Managing regulatory reporting requirements. Key participant in regulatory examinations, internal audits, and financial audits. Responsible for revenue collection and expense management. Performing other duties and projects as assigned.
Requirements: A Bachelor's degree at a minimum; law degree, experience as paralegal, or CTFA /CCTS or equivalent training desirable. 8-10 years of trust services or relevant experience. Strong communication skills both verbal and written. Strong facilitation, presentation and negotiation skills. Detail oriented with strong analytical and issue resolution skills. Strong planning and organization skills. Strong project management skills.
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If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to GCC Consulting.
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This occupation starts available on: Sun, 05 May 2013 10:14:00 GMT
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