Trust Administrator / Relationship Associate

About Fiduciary Trust International Fiduciary Trust International is a premier investment and wealth management firm that works with high‑net‑worth and ultra high‑net‑worth individuals, families, family offices, endowments, foundations, and institutions across more than 150 countries. Key Responsibilities Trust Administration – Manage cash balances to prevent overdrafts; act as the cash manager for, and coordinate with, the Portfolio Manager on raising cash to cure overdrafts. Ensure data on trust summary sheets is accurate and up to date. Prepare Discretionary Action Memorandums and arrange for beneficiary distributions. Arrange for the timely payment of trust expenses. Work with outside tax preparers to ensure tax filings and payments are made timely; obtain tax documents, such as K‑1, as applicable. Facilitate and implement investment and/or distribution directions for directed trusts. Arrange for the funding of trust accounts to facilitate payment of expenses and distributions. Participate in annual account reviews. Assist in remediation efforts and with special projects. Maintain a solid working knowledge of internal policies and procedures regarding fiduciary and administrative issues. Interpret and apply terms of governing instruments. Provide excellent client service to internal partners and high‑net‑worth clients. Manage all follow‑up and ongoing client service deliverables. Communicate with other areas within the company (Legal, Marketing, Operations, Investment Management, Estate Administration, Compliance, Account Services) to meet deliverables. Support Trust Officers on various types of client service matters. Ideal Qualifications Education and Experience – 4+ years of trust experience; progress toward Trust School (e.g., Cannon Trust School) is a plus. Understanding of investments, trusts, and estates. Proficiency with SEI/Global Plus or other trust accounting software preferred. Strong oral and written communication skills. Detail‑oriented with the ability to multi‑task and meet deadlines. Strong organizational skills. Ability to work in a team‑oriented environment. Interpersonal skills with the ability to interact with clients and internal partners. Ability to maintain confidentiality and handle client account information. Proficiency with Microsoft Word, Excel, and PowerPoint. Compensation and Benefits Franklin Templeton offers a competitive total rewards package. The annual salary for this position ranges between $75,000 and $85,000, depending on experience, and includes an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. Additional benefits include healthcare options, insurance, disability benefits, an employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation, holidays, sick, leave, parental & caregiving leave, bereavement, volunteering, floating holidays), and a motivational wellbeing program. Equal Opportunity Employer Statement Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by federal, state, or local law, ordinance, or regulation. If you need an accommodation or adjustment due to a medical condition or disability, please send an email to View email address on click.appcast.io. #J-18808-Ljbffr Franklin Templeton Investments