Provides administrative and fiduciary support to Fiduciary Officers and team members. Responsibilities include professional phone and email communication, accurate document filing in Appx and client account vaults, responding to client and attorney inquiries, facilitating account openings, learning trust fundamentals, exercising judgment, and collaborating effectively while maintaining high ethical and client-service standards.

Provides administrative and fiduciary support to Fiduciary Officers by managing communications, maintaining client account documents, responding to client and attorney inquiries, and facilitating error-free account openings. The role requires attention to detail, sound judgment, confidentiality, teamwork, and willingness to learn trust fundamentals in an in-office environment.