Company Description
Ohana Fiduciary Corporation, based in Seattle, WA, is a Washington State chartered Trust Company and Certified Professional Guardianship Agency. The company excels in various fiduciary roles, including trust administration, estate administration, agency services, and conservatorships.
Role Description
This is a full-time, on-site role for an Account Manager at Ohana Fiduciary Corporation. The Account Manager will be responsible for managing various fiduciary roles, including trustee appointments, estate executor appointments, agencies, and court ordered conservatorships. Key responsibilities include managing client budgets, overseeing investments, processing annual reports, conducting annual reviews, managing client relationships, as well as providing trust services to a variety of high net worth and other clients. The right candidate for this position will be well versed in these fiduciary relationships and able to manage a book of clients in a professional yet personal manner.
Responsibilities
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