Partner with internal colleagues in Tax, Fees, Operations, and Trust Administration as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor, Portfolio Manager, etc.) to support all settlement/closing/distribution related tasks properly and timely. Works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level.