Philanthropic Trust Operations Associate

Blue Trust, Inc.; Alpharetta (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

Blue Trust, Inc. is seeking a Trust Associate situated in Alpharetta, Georgia. This role involves supporting Philanthropic Trust Administration through account management, ensuring accurate transactions, and providing exceptional client service. The ideal candidate needs a Bachelor’s degree, proficiency in Microsoft Office, and experience in trust or securities. Strong analytical and communication skills, along with a commitment to compliance and client engagement, are essential for success in this position.

Qualifications

• Ability to perform role with excellence and focus on client engagement.
• Proven business mathematical skills and attention to detail.
• Demonstrates computer literacy and knowledge of office programs.

Responsibilities

• Support Trust Advisors with administrative tasks.
• Maintain compliance with company standards.
• Assist in preparation of client meeting materials.

Skills

Client engagement focus

Business mathematical skills

Analytical and problem-solving skills

Strong communication skills

Organization skills

Proactive planning and responsiveness

Teamwork capability

Learning aptitude

Computer literacy

Integrity and confidentiality

Prioritization skills

Proficiency in Microsoft Office

Education

Bachelor’s degree

Tools

Salesforce

DMS

Wealthscape

Orion

Trust accounting systems

Job description

Blue Trust, Inc. is seeking a Trust Associate situated in Alpharetta, Georgia. This role involves supporting Philanthropic Trust Administration through account management, ensuring accurate transactions, and providing exceptional client service. The ideal candidate needs a Bachelor’s degree, proficiency in Microsoft Office, and experience in trust or securities. Strong analytical and communication skills, along with a commitment to compliance and client engagement, are essential for success in this position.