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Operations & Compliance Services

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On-Site Operations Processing For Internal Clients

Trust Department Operations Outsourcing

Trust Operations and Compliance Committee Oversight

The Operations team provides back-office processing services for six outside financial institutions and FCB (First Citizens Bank). Services include income processing, trade settlement, asset transfer, account opening/closing, account reconciliation, tax processing, asset set up, check printing/processing, ACH & wire processing, statement processing/printing, online access troubleshooting, fee collection, administrate trust accounting system.

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