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

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