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Trust-Estate Officer

Valley
Full-time New York, New York Financial Specialists
Posted:
June 12, 2026
Location:
New York, New York, United States

Job Description

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, prep...

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    Job Overview

    Job Type: Full-time
    Location: New York, United States
    Posted: June 12, 2026
    Deadline: July 22, 2026