Trust Officer - Wealth Managment Firm Job at Larson Maddox, Wilmington, NC

VzZWb3ArVkxZVWtWeWhKQjR1RlJlS09hS0E9PQ==
  • Larson Maddox
  • Wilmington, NC

Job Description

A growing private wealth management firm with a mission to provide its clients with superior long-term returns no matter market performance and offices across the east coast is looking to bring on a Trust Officer who can come in and be a jack of all trades, doing work from trust administration to developing new business

Job Responsibilities

  • Work with Fiduciary team to support and provide resources necessary wealth and investment solutions
  • Prepare new account opening documents, coordinate asset transfers and work with the custodians to assist with client on-boarding
  • Responsible the day-to-day administration of trust accounts and any estate administration
  • Conduct annual reviews of trust accounts and a post 90-day review of any new account while presenting these findings to the Trust Committee
  • Prepare for audits
  • Partner with investment and client advisory team to prepare Investment Policy Statements for clients and provide full reviews for fiduciary relationships
  • Monitor compliance of all investments with the Investment Policy Statements
  • Work on ad-hoc projects as needed - PowerPoint, Excel
  • Understand reporting and how to access system for reports
  • Travel and meet with clients and prospects

Qualifications:

  • Bachelor's degree
  • 3+ years of experience in trust and estate administration
  • Experience administering trust and investment accounts with a third party a custodian a plus
  • Knowledge of financial reporting and asset aggregation systems
  • Understanding of financial transactions and trust administration
  • Experience executing investment transactions in client portfolios including hedge funds, public securities, real estate and private equity
  • Familiarity with transaction processing and financial services operations

Job Tags

Similar Jobs

JPMorgan Chase

SEO Manager-Senior Associate Job at JPMorgan Chase

Join our dynamic SEO Services Team and make a direct impact on how we deliver digital excellence. Your work will streamline processes...  ...faster, smarter results.As a Search Engine Optimization (SEO) Manager on the Paid Media team, you'll be the central hub for managing and... 

Attain PT - A National Rehabilitation Provider

Occupational Therapist Job at Attain PT - A National Rehabilitation Provider

 ...Full-Time or PER DIEM Occupational Therapist at The Bristal Assisted Living (Bergen County) Now Hiring | Occupational Therapist (Full-Time) Locations: Englewood, Woodcliff Lake, Waldwick, and Wayne, NJ Are you a dedicated Occupational Therapist looking to work... 

Petite Paloma

Part Time Warehouse + Showroom Associate Job at Petite Paloma

 ...inventory organization, and contributing to a positive customer experience through exceptional attention to detail. This is a part-time...  ...week; schedule can be flexible but may require a few weekends as needed for Holiday order load. ~ Available to start Immediately... 

Lowe's

Full Time - Sales Specialist - ProServices - Day Job at Lowe's

 ...for every Pro customer who walks through our doors. Every single day, Pro Customers are building, maintaining, repairing and operating...  ...Gain extra savings with a **10% Associate Discount.**+ Learn new trade skills with our **Track to the Trades program.**For information... 

24 Seven Talent

Public Relations Manager Job at 24 Seven Talent

 ...Our client, Luxury CPG Brand, is looking for a Public Relations Manager to join their team. This will be full time/direct hire and fully remote but you must be located in the Los Angeles area. The PR Manager will harness organic buzz and build a proactive PR program...