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

Printerior

3D | Summer Creative Internship Job at Printerior

 ...architectural elements to aerospace-grade parts using our proprietary 3D printing systems and 100% recycled materials. Weve built a...  ...-facing as the work we do. Now, were looking for a creative intern to help us grow and evolve that presence. ABOUT THE ROLE... 

HCLTech

Embedded Software Engineer Job at HCLTech

 ...simulation of refrigeration and hydraulic systems involving multiphase flow Additional Technical Skills Fundamental understanding of software development and architecture Knowledge of 1D multiphase simulation software Soft Skills (Required)~ A team player with... 

Coastal Pools

Superintendent Job at Coastal Pools

Superintendent We are Coastal Pools Coastal Pools is one of the areas leading custom pool builders, dedicated to making an impact and creating an extraordinary experience for our customers by building quality pools and providing exceptional customer service, giving...

ACL Digital

Manufacturing Engineer Job at ACL Digital

 ...Role: Manufacturing Engineer (Aerospace) Location: Remote Type: Contract Duration: Long Term Skills: ~3-5 years of experience in manufacturing engineering in Aerospace ~ Good experience with CATIA, ENOVIA & Velocity. ~ Be flexible & adaptable in a diverse... 

Softworld, a Kelly Company

Aircraft Maintenance Inspector A&P- FLORIDA Job at Softworld, a Kelly Company

 ...FAA regulations and manufacturer guidelines Play a key part in maintaining the integrity and reliability of our Service Center operations If you're detail-oriented and passionate about precision, we invite you to apply today and take your career to new heights...