Richmond, Virginia4 days ago
li>Works closely while simultaneously building and maintaining relationships with internal business partners including but not limited to: Client Team, Financial Advisors, Office of the Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), Portfolio Managers, etc., as well as external parties (Attorneys, CPAs, and Fiduciary Accountants). Responsible for coordinating information and activities with external business partners and internal business and support partners to ensure accurate, timely and efficient administration of assigned cases, and to manage business risk.