- Bank OZK (Clearwater, FL)
- Job Purpose & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining ... trust accounts to ensure proper handling. + Serves as fiduciary counsel to Trust Department and Division in pre-litigation situations and matters, identifying… more
- Bank OZK (Clearwater, FL)
- …to Trust Administration Committee (TAC), after consultation with Regional Director and/or Chief Fiduciary Officer . + Reviews fiduciary tax returns ... issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer . + Communicates...and maintains knowledge relevant to the position regarding state trust law, fiduciary income tax, basic estate… more