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Introduction
Ritchie Emmons is a Trust Client Relationship Manager in Nixon Peabody's Private Clients group. He is the main point of contact for three of Nixon’s trust outsourcing clients. He regularly interacts with representatives of those clients to conduct their day-to-day operations.
My focus
Mainly I am the central liaison between Nixon Peabody and the offices of my particular respective clients. They will conduct the administrative side of their trust accounting and I will subsequently conduct the operations side of those administrative decisions.
Some of my areas of responsibility are to balance the books for my clients with their respective banks on a daily basis, keep their checking accounts up to date and accurate, post all of the dividend and interest payments for their trusts and post regularly scheduled remittances. I will also run various daily, weekly or monthly programs and reports as needed to assure that everything is up to date and/or to retrieve information that is relevant to the needs of the clients.
Additionally, I will post complicated entries either for individual or multiple trusts when asked to by the clients, when clients are unsure how to do so themselves. I also serve as the main point of contact for my clients on matters regarding the more intricate aspects of our trust system.
Looking ahead
With a growing stock market, I’m anticipating that we’ll see more people opening individual trust accounts to help invest in and protect their capital.
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner
Practice Group Leader, Private Clients- Boston
- Office:617.345.6157
- emoreno@nixonpeabody.com
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