Job Description
(Your Next Opportunity)
Join our Trust team and be part of something meaningful. In this role, you will be managing client trust portfolios, ensuring everything runs smoothly and complies with relevant regulations. You will work alongside professional advisors, investment managers, and banks, helping to administer trusts and provide key support to clients.
From maintaining accurate trust records to assisting with distributions, invoicing, and documentation, you will play a vital role in delivering exceptional service. This is an opportunity to expand your knowledge of trusts, fiduciary responsibilities, and estate planning while honing your client servicing skills.
(Your Role & Responsibilities)- Assist with day-to-day administration of trust portfolios and the underlying structure, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and any work that is required.
- Work with ...