Trust Relationship Specialist

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

*We are open to hiring this role at Relationship Specialist or Relationship Specialist Senior level.

Pro-active and seamless member of the Trust Relationship team helping to anticipate, execute and coordinate the PWA team business from prospecting/marketing to client management to Leads and oversees multiple aspects of the client relationship including cash management, distributions, contributions, asset allocation, investment actions, client/account maintenance, and client inquiries. Coordinates with internal and external teams as necessary.

• Builds rapport with clients and intermediaries to maintain a positive working relationship in order to leverage PWA team. Acts as the client advocate in order to retain, preserve, and deepen existing relationships.
• Supports PWA business plan and may identify opportunities for expanding relationships.
• Strategizes with PWA to establish a process/service model for addressing client needs.
• Communicates with clients and advisors on various account and/or transactional processes and oversees client communication materials.
• Coordinates with internal and external teams to on-board new account relationships (information collection, documentation and approval compilation, open and fund accounts).
• Coordinates other fiduciary responsibilities related to trusts and IRAs (i.e. discretionary distributions, valuations). Oversees the review, interpretation and administration of estate and trust documents, including trusts, wills, codicils, life insurance policies, and partnership agreements, including the preparation of a trust synopsis
• Plans for and utilizes systems and to facilitate the execution of ongoing trust provisions.
• Oversees the establishment and execution of required and discretionary trust distributions.
• Ensures the trust assets are invested according to the trust provisions and Prudent Investor Rule
• Oversees the administration of special assets including life insurance policies,mineral interests, real estate, limited partnerships, closely held stock.
• Coordinates the selection and hiring of outside agents in the administration of the trust as necessary (i.e. real estate broker, asset valuation services).
• Coordinates post-death trust administration. Ensures compliance with trust and estate regulatory requirements.
• Responsible for trust committee review for investment policy, discretionary requests, distribution ratifications, loan requests, special assets, and interpretation of trust provisions.
• Coordinates with internal and external professionals to ensure estate and income tax compliance and proper trust accounting (i.e. court accountings).
• May coordinate foundation grant recipient activities and related special reporting.
• Provides team/department support. Oversees Relationship Associate tasks and workflow.
• Attends client/intermediary meetings as appropriate.
• Meets recurring regulatory requirements mandated for trust companies and registered investment advisors, including trust committee review.
• Responds to ad hoc portfolio, regulatory, market, and investment strategy specific queries both verbally and in writing.
• Participates in projects related to the business' and team's overall business priorities.
• Performs additional responsibilities as assigned

“I can apply in less than 4 minutes.”

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎

‎

‎

‎

‎

‎

‎

‎

‎

‎

‎

‎

‎

‎

‎

‎

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.