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Goodman Masson

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San Jose, California

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London, United Kingdom

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Senior Trust Officer
The Senior Trust Officer at Ameriprise Bank, FSB is an integral member of the Personal Trust team and works directly with High Net Worth (HNW) financial advisors and trust clients to create, enhance, and expand their relationship with Ameriprise. Provides fiduciary administration of complex estate and personal trust accounts. Reviews and interprets Wills and Trust agreements. Confer with attorneys, financial advisors and clients regarding establishment, administration, and operation of trust accounts. Responsible for establishing and maintaining positive client relationships, quality customer service, and client retention. Key Responsibilities Responsible for overall trust account servicing, including initial and ongoing account reviews, discretionary distrib


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