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The Trust Officer is responsible for managing a variety of client accounts, including investment management, comprehensive financial management, estate and trust administration, conservatorships, escrow accounts, and real estate exchanges. This role involves meeting with clients to discuss their financial goals and objectives, reviewing trust accounts, and ensuring proper diversification. The Trust Officer will also collaborate with legal counsel and tax professionals, prepare necessary documentation for new accounts, and work closely with the Portfolio Manager to review and recommend changes to client investment portfolios. Additionally, the Trust Officer will deliver presentations to various committees and participate in community networking to promote Financial Management & Trust Services.
