Capital City Wealth: Trust Services has earned the respect and confidence of our clients as professional asset managers and has served as fiduciary for more than 50 years.
Through disciplined investment management and service offerings, Capital City Wealth: Trust Services provides clients who have $500,000 or more of investable assets with peace-of-mind asset protection, investment management, and effective estate planning services.
Capital City Wealth: Trust Services has the resources and personnel to provide clients with a solid, personalized approach to developing and managing personal and corporate wealth. They also have significant experience in working with wealthy clients and can provide support for clients attaining their most important goals.
Here is a brief list of Capital City Wealth: Trust Services’s products and services:
- Investment Management accounts: Experienced portfolio managers who develop and implement strategic investment plans to create portfolios based on individual client risk/return profiles—they do not implement cookie-cutter programs.
- Estate planning
- Trust and estate administration
- IRAs and IRA rollover options
- Personalized one-on-one client service—no 800 numbers to call
Capital City Wealth: Trust Services contains the following sub departments:
Administration
Trust administrators work with clients to meet their needs, which include:
- Wealth preservation
- Trust administration
- Discretionary distributions
- Maintaining all appropriate records and files and completing required reporting
Business Development
Business Development officers (Wealth Advisor) are responsible for developing new investment management and trust relationships.
Operations Department
The Operations Department provides support to the administrative arm in much the same way as the Services Company supports other bank functions. It is the focal point for all actions affecting client accounts and the department itself. Operations also provides management with accurate and reliable systems for documentation, accounting, and control.
Visit Capital City Wealth: Trust Services's website.
Visit Capital City Wealth: Trust Services on netinterest.
View Capital City Wealth: Trust Services's public documents on netinterest.
Job Positions
- Capital City Wealth: Trust Services
- Administrative Assistant I
- Administrative Assistant II
- Administrative Assistant III
- Executive Assistant
- Managing Director, Trust Administration & Private Banking
- Capital City Wealth: Trust Services – Administration
- Trust Administrator I
- Trust Administrator II
- Senior Trust Administrator
- Trust Administrator Manager
- Capital City Wealth: Trust Services – Business Development
- Trust Wealth Advisor
- Trust Investments Manager
- Capital City Wealth: Trust Services – Operations
- Trust Operations Specialist I
- Trust Operations Lead
- Trust Compliance Specialist