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bsnb

VP, Trust & Estate Strategy — Wealth Management Leader

village of ballston spa, NY

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Job description

BSNB invites a transformational leader to shape the future of credit strategy and risk management as Vice President, Trust Officer. You will oversee fiduciary accounts and work with the Wealth Management Solutions team to deliver comprehensive fiduciary services.

As a trusted advisor, you will manage client relationships, review documents, monitor distributions and tax requirements, and coordinate with attorneys, CPAs, and financial advisors to uphold the highest fiduciary standards.

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