Client Associate & Trust Services

Your Role and Responsibilities

• Account administration, such as reviewing, submitting, scanning, and maintaining documentation, opening and closing accounts, and collecting and coordinating tax reports/forms.
• Cash management duties including monitoring and administering daily transactions (checks, wires, ACHs, journals, etc.) and weekly cash balances, evaluating disbursement requests according to trust documents, and preparing discretionary distributions and documentation.
• Client communication and deliverables, assisting with preparing periodic reports, presentations, and client-initiated requests.
• Maintaining accurate client records and information across various platforms (internal programs, CRM, etc.).
• Internal support including backing up colleagues, ensuring compliance with all protocols, and maintaining positive and effective team communication.

Education and Experience

• Minimum of 3 years' experience in private wealth management, trust services, and/or client services within the finance industry.
• A four-year college degree or equivalent work experience in the financial services industry is required.
• Prior experience reviewing trust documents and/or working on trusts is a plus.

The Successful Candidate Will Demonstrate the Following Skills and Experience

• Strong analytical and research skills with attention to detail.
• Excellent written and verbal communication skills.
• Ability to work in a collaborative, team environment that strives for consensus wherever possible and seeks success of the team rather than the individual.
• Excellent interpersonal and communication skills as evidenced by ability to interact with clients and co-workers professionally, personally, and effectively and contribute to a respectful work environment.
• Strong organization and prioritization skills.
• Ability to seek clarity and ask for assistance from others as needed.
• Demonstrates resourcefulness by utilizing internal guides and information channels to move tasks forward.
• Portrays a professional company image both internally and externally.
• High ethical standards and the ability to place the clients and teams needs before one’s own.
• Experience in handling sensitive and confidential subject matter.
• Ability to stay current in industry knowledge.
• Demonstrate ability and willingness to take on new responsibilities as business and organization needs require.
• Knowledge of or ability to learn basic accounting skills and trust accounting basics.
• Expert user of Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe; willing to take skills and aptitude assessments. Other software applications, such as financial software tools, are a plus.

Compensation and Benefits

• We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance.
• The salary range for this position starts at $65,500 for those without experience to $82,000 for those who meet all qualifications depending on location and experience.
• We offer excellent benefits including medical, dental, and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more.

About Us

We are an equal opportunity employer that prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).