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  • 1 week ago

jobs description

Pay $55-65/hr depending on experience
• Trust to review all trust documents for affiliated language to determine what language exists or if account has prohibitive language.
• Segment findings a) allowed within document b) if silent, locate applicate situs language or c) prohibited within document...
• Trust to review / compare COI inventory / affiliated list with existing holdings (for accounts with prohibited language only)
• Develop a plan for remediation of any findings from review / compare
• Trust to review and document existing monitoring or control process of Third-Party investment managers as it relates to affiliate securities
• As appropriate, remediate the affected securities

Duration: minimum 6 months, may be extended for another 6 months depending on finding
Los Angeles CA United States


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