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Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with relationship managers and portfolio managers in defining clients requirements including legal and tax aspects, and in coordinating client contact on an ongoing basis. Typically a position where smaller and less complicated issues are addressed. Prior experience working in personal Trusts and with high net worth client administration and support. Candidates with prior legal support, paralegal experience, legal administration or equivalent.
Non-licensed associate.
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