Administrative Associate

Primary Responsibilities

• Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, fund redemptions and purchases, and the opening and closing of accounts.
• Monitor transactions for completion and accuracy.
• Coincide investment transactions with the Investment Department including but not limited to monitoring cash balances on a daily basis for purchases, transferring sales proceeds to money market accounts and following up on client’s requests for purchases, sales, or gifting.
• Coincide the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
• Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections, and gifting schedules), assist with the production of PowerPoint presentations, mass mailings, and marketing materials.
• Calculate unitrust, total return, and other payments to trust beneficiaries.
• Coincide tax-related payment information with the Tax Department and client-directed outside professionals.
• Provide information to Client Advisors for annual account reviews.
• Organize with Client Advisors to maintain client, beneficiary, and advisor information in client files and account records on database management and trust accounting systems.
• Perform special projects and additional tasks as assigned.
• Back-up support for the front desk/reception as needed.

Desired Education

• Bachelor’s degree preferred
• CTFA or CFP preferred but not required

Desired Experience

• Understanding of trust accounting and/or estate planning concepts is preferred but not essential
• Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint
• Excellent written and oral communication skills
• Superior organizational skills with the ability to multi-task and to manage and prioritize multiple projects and competing deadlines
• General office administration and clerical experience
• Excellent attention to detail with the ability to exercise independent judgment
• Aptitude to understand and perform basic mathematical calculations such as fee calculations, and other percentage-based calculations
• Ability to learn new processes and programs and desire to grow with the company

Personal Characteristics

• Strong people skills
• Client service focus
• Effective verbal and written communication skills
• High integrity with a diligent work ethic
• Team/people-oriented
• Hightly organized with good time management skills
• Meticulous attention to detail

Compensation

Base salary range: $60,000 - $75,000 annually

Salary may vary depending on job-related factors including, but not limited to, skills and experience.

Full-time employees may be eligible for a comprehensive benefits package that includes:

• Medical, dental and vision coverage
• 401(k)
• Life insurance
• Paid time off
• A Wellness Program

Annual bonus, incentive pay and/or equity may also apply depending upon the role.

Equal Opportunity Employer