Capital First Limited

Trust Officer Wealth Responsible for the day to day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures. Role Responsibilities Trust Administration Responds promptly to client distribution requests…

Trust Case Manager Responsible for providing customer service and support to settlement planners, investment advisors, broker dealers, and other third parties, including attorneys and prospective trust beneficiaries and clients, in compliance with laws, regulations and policies and procedures applicable to…