National Special Assets Officer

National Special Assets Officer

Requirements

• Excellent communication skills including strong written, verbal and listening skills.
• Strong initiative, teamwork and organizational skills are essential with the ability to prioritize multiple requests from a variety of sources.
• In-depth knowledge and understanding of the wealth management business and trust and estate administration (specifically in dealing with special assets).
• Ability to understand and interpret fiduciary and probate documents.
• The ability to forge relationships with others inside and outside Capital Group that are based on mutual respect, loyalty and trust.

Responsibilities

• Administers and provides professional management of all real property and all other special assets held in fiduciary accounts at CBT.
• Arranges for the onboarding, appraisal, evaluation, transfer and protection of special assets.
• Resolves issues or problems brought by owners, beneficiaries or trust officers such as requests for special distributions or planning and approving expenditures for care and maintenance of real property.
• Oversees the development and ongoing maintenance of all policies and procedures for all special assets held by CBT in a fiduciary capacity.
• Ensures that all policies and procedures related to special assets are followed in the administration of client accounts.
• Represents CBT on Boards and Committees related to closely held businesses or other special assets for which CBT provides specialty asset management.
• Supports Private Client Services teams’ new business development activities in all local markets pertaining to all special assets.
• Collaborates with other internal team members to provide guidance and training on the administration of special assets.

Preferred Qualifications

No preferred qualifications provided.