Trust Operations Assistant

Job Description

Job Description

Job Description:

The Trust and Wealth Management Group of Reid and Riege, P.C. is seeking a self-motivated individual to provide the administrative, operational, and project support required to provide superior customer service to our high-net-worth clients.

Primary Duties:

• Respond to client requests for information on a same day basis or similarly appropriate time frame.
• Ensure accuracy and timeliness in the creation, preparation, and processing of: routine and non-routine transactions, such as client bill-paying and gifting programs, account maintenance, client files, insurance matters, and other daily recordkeeping and reporting activities.
• Monitor cash positions and work with outside investment advisors to ensure cash balances are appropriate to meet liquidity needs.
• Process client account openings and closings.
• Oversee asset transfers and assist with tax cost research.
• Assist clients by telephone, email, and in writing.
• Gather tax information for the completion of trust 1041s and client 1040s.
• Prepare materials for client meetings.
• Provide operational and administrative support to the members of the Fiduciary Services Group.
• Assist with department projects

This list is not exhaustive, and duties or tasks may be added or removed as needed to meet the needs of the department.

Qualifications:

• Bachelor's degree
• 3-5 years previous experience in financial services, preferably in a bank trust environment, however, the equivalent combination of education and relevant experience will be considered.
• Basic knowledge of wealth management terminology and financial and estate planning concepts.
• Independent self-starter with excellent interpersonal, written and verbal communication skills, and client service skills.
• Must be a professional, enthusiastic, and friendly team member with strong attention to detail.
• Able to perform duties with strict adherence to firm policies and with respect for client privacy.
• Organized and able to handle multiple tasks in a fast-paced environment.
• Strong PC skills including Microsoft Word, Excel, and Outlook.

Benefits:

• Health, Dental, and Vision insurance
• Life insurance, Disability insurance and EAP coverage
• PTO, Paid Holidays, Sick Time, Bereavement and Parental leave
• 401(k) plan with employer contributions (Traditional and Roth options available)

Schedule: Monday to Friday

Reid and Riege, P.C is an equal opportunity employer dedicated to workforce diversity.