The Glenview Trust Company
10 months ago
Trust Principal
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Company information
- Company
- The Glenview Trust Company
- Location
- US, Kentucky, Jefferson County, Ten Broeck United States
- Posted
- 10 months ago
Job description
THE GLENVIEW TRUST COMPANY
TRUST PRINCIPAL
BASIC FUNCTION
The Trust Principal directs the administration of client trusts, estates, and accounts, ensuring
client goals and fiduciary responsibilities are met. This position nurtures client relationships to
provide comprehensive and ongoing support to clients. The Trust Principal cultivates
relationships within the community, including centers of influence and charitable organizations,
to promote the Company and develop business. This position is a member of the Company's
Trust Administrative Committee and participates in the oversight of the Company's administrative
and compliance functions related to trust and estate administration.
ORGANIZATIONAL RELATIONSHIPS
Reports to:
Chief Fiduciary Officer
Supervises:
Indirectly supervise Client Service Specialists
SPECIFIC DUTIES AND RESPONSIBILITIES
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