Support the 3 member ILIT team handling almost 500 accounts: -Handling daily mail and answering telephone calls and directing appropriately. -Maintaining and updating Sungard.
-Tracking and paying insurance policy premiums. Send gift request letters to Grantors requesting gifts to trust, receipting for and depositing gifts, depositing and taking fees, sending crummey notices ( letters ) to withdrawal beneficiaries, paying premiums when due.
-Support the investment review process.
High ...
From Comerica - 16 days ago
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