Senior Trust and Estate Specialist

Strive Solutions; Pittsburgh (Allegheny County); In loco; USD 90.000 - 140.000; Tempo pieno

Descrizione del lavoro

Strive Solutions is seeking a Senior Specialist, Fiduciary to oversee complex fiduciary, trust, and estate accounts on our global wealth platform. You will ensure administration aligns with governing documents and fiduciary standards, monitor distributions and investment actions for prudence, and maintain thorough documentation for audits.

The role requires strong judgment, rigorous risk management, and a collaborative approach with investment, legal, tax, and operations teams.

Competenze

• Strong knowledge of fiduciary, trust, and estate administration and related regulatory requirements.
• Excellent judgment, analytical ability, and attention to detail.
• Ability to assess prudence of investment and distribution actions.
• Proven documentation and risk-management skills.
• Collaborative mindset with cross-functional partnership capabilities.

Mansioni

• Administer and manage fiduciary accounts, maintaining compliance with fiduciary obligations and regulations.
• Review distributions and investment actions to ensure prudence and proper decision-making.
• Document decisions and ensure accuracy, completeness, and audit readiness.
• Identify, assess, and mitigate risks across account activities.
• Partner with investment, legal, tax, and operations teams to support effective account administration.

Conoscenze

Fiduciary administration

Regulatory requirements

Risk management

Documentation

Cross-functional collaboration

Descrizione del lavoro

Senior Specialist, Fiduciary

Oversee complex fiduciary, trust, and estate accounts on a global wealth platform. Ensure administration aligns with governing documents, fiduciary standards, and applicable regulatory requirements.

Key Responsibilities

• Administer and manage fiduciary accounts, maintaining compliance with fiduciary obligations and regulations.
• Review distributions and investment actions to ensure prudence and proper decision-making.
• Document decisions and ensure accuracy, completeness, and audit readiness.
• Identify, assess, and mitigate risks across account activities.
• Partner with investment, legal, tax, and operations teams to support effective account administration.

Qualifications & Skills

• Strong knowledge of fiduciary, trust, and estate administration and related regulatory requirements.
• Excellent judgment, analytical ability, and attention to detail.
• Ability to assess prudence of investment and distribution actions.
• Proven documentation and risk-management skills.
• Collaborative mindset with cross-functional partnership capabilities.