Document Administration Specialist I is the entry level generalist role. The Document Administration Specialist I can... Document Administration Specialist I communicates heavily with vendors and servicing partners to facilitate the administration...
. Responsibilities include:"> Reviewing and understanding trust documents; assimilating the terms of the document with various... officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings opportunities...
documents; assimilating the terms of the document with various outside facts to set up and maintain accounts for tax reporting... purposes; Communicating on complex tax matters with trust officers and portfolio managers and mentoring Tax Specialist...