Oscar Veras-Vargas

Oscar Veras-Vargas

Trust Administrator

As a Trust administrator, Oscar provides administrative support and assistance to Trust Officer in the management of Special Needs Trusts (SNT) and investment accounts. He manages client Visa cards and acts as Trust Department liaison with credit card vendors including: ordering new cards, monitoring proper card usage, ensuring that clients send supporting receipts for charges, resolving credit card issues and monitoring client receipts required for disbursements. Oscar attends clients’ meetings; acts as a liaison for Spanish speaking clients and prospective clients. He also responds to clients' requests and prepares discretionary disbursement in accordance with the banks policies and trust departments procedures. Oscar conducts an annual review of each account and coordinates with clients’ tax preparers for annual tax return completion and handles the opening of new accounts, as well as terminating accounts for the Trust Officer assigned.