Up to $60K!

The Fiduciary Assistant will be the single point of contact for all daily operational and servicing needs.

Ideal candidates must have exceptional organizational skills required – this priority cannot be overstated. Additionally, associate must be able to multi task, track various projects and initiatives simultaneously, anticipate additional needs and/or follow-on steps for client or partner requests have strong communication and Excel skills, and have a polished, professional, client-focused attitude.

Assisting the team in every aspect of trust administration and customer service;
Point of contact for clients on non-investment inquiries, deposits and distribution requests;
Preparing documents; review to ensure all new account documentation has been completed and scanned;
Understanding and utilizing the trust accounting software system;
Composing, typing, scanning, faxing, copying and mailing business documents;
Assist with preparation of reports, presentations and handouts for prospects and client meetings; help organize seminars and luncheons;
Enter disbursements and other information into the trust accounting system for approval;
Prepare discretionary distribution forms and supporting documentation for administrator and/or committee review and approval;

Experience & Education:

Must have 5+ years working with as an administrative assistant in financial services or professional service environment
Financial services experience a plus!
Strong relationship building capability – friendly, positive, collaborate and assertive
Strong self-awareness and desire to learn, grow and take initiative
Strong written and verbal communication skills
Excellent organizational skills
High level of discretion and ability to manage conflicting priorities

Sorry, this position is filled.