, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope... Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate...
and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined work/projects.... Performs annual reviews for trust accounts. During annual review, identifies accounts that need action per investment...
Security clearance Drug test No Position sensitivity and risk Trust determination process Financial disclosure Yes... as Federal Program Officer (FPO) in the development, and processing of financial assistance agreements. Review grant proposals...