Trust Operations Assistant

Reid & Riege, P.C.; Hartford (CT); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

EAP

PTO

Paid holidays

Sick time

Bereavement leave

Parental leave

401(k) plan

Job summary

Reid and Riege, P.C. is seeking a self-motivated professional to support the Trust and Wealth Management Group in delivering superior service to high-net-worth clients.

You will respond to client inquiries quickly, process complex financial transactions, and coordinate with advisors to ensure liquidity and accuracy. This role requires strong communication, privacy respect, and a proactive, organized approach in a fast-paced environment.

Qualifications

• 3–5 years of experience in financial services, preferably in a bank trust environment.
• Basic knowledge of wealth management terminology and financial/estate planning concepts.
• Independent self-starter with excellent interpersonal, written and verbal communication skills, and client service mindset.
• Professional, enthusiastic, and friendly team member with strong attention to detail.
• Ability to adhere to firm policies and maintain client privacy.
• Organized and capable of handling multiple tasks in a fast-paced environment.
• Strong PC skills including Microsoft Word, Excel, and Outlook.

Responsibilities

• Respond to client requests for information on a same-day basis or in a similar timeframe.
• Ensure accuracy and timeliness in processing routine and non-routine transactions (bill-paying, gifting, account maintenance, etc.).
• Monitor cash positions and coordinate with outside investment advisors 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 written communication.
• Gather tax information for completion of trust 1041s and client 1040s.
• Prepare materials for client meetings.
• Provide operational and administrative support to Fiduciary Services Group members.
• Assist with department projects.

Skills

Wealth management terminology

Interpersonal communication

Client service

Attention to detail

Multi-tasking

Tools

Microsoft Word

Excel

Outlook

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.

Requirements

• 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.
• 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.