Trust Operations Assistant

Reid & Riege Attorneys; Hartford (CT); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, and Vision insurance

Life insurance, Disability insurance,E

Job summary

Reid and Riege, P.C.'s Trust and Wealth Management Group is seeking a self-motivated administrative professional to support superior client service for high-net-worth clients. You will handle daily transactions, client communications, cash monitoring with advisors, and preparation of meetings and materials, while maintaining privacy and professional standards in a fast-paced firm.

This full-time role requires a bachelor's degree and 3–5 years in financial services, with strong PC skills in Word,

Qualifications

• Bachelor's degree in a relevant field.
• 3-5 years experience in financial services, preferably in a bank trust environment.
• Basic wealth management terminology and estate planning concepts.
• Independent self-starter with excellent interpersonal, written and verbal communication, and client service skills.
• Professional, enthusiastic, and friendly team member with strong attention to detail.
• Able to perform duties with firm policies and client privacy in mind.
• Organized and able to handle multiple tasks in a fast-paced environment.
• Strong PC skills including Word, Excel, and Outlook.

Responsibilities

• Respond to client requests for information on a same day basis.
• Ensure accuracy and timeliness of transactions, client files, and reporting.
• Monitor cash positions and coordinate with outside investment advisors.
• Process client account openings and closings.
• Oversee asset transfers and assist with tax cost research.
• Assist clients by telephone, email, and written correspondence.
• Gather tax information for trust 1041s and client 1040s.
• Prepare materials for client meetings.
• Provide operational and administrative support to Fiduciary Services Group.
• Assist with department projects.

Skills

Strong communication skills

Client service skills

Attention to detail

Organizational skills

Multitasking

Professional demeanor

Respect for client privacy

PC skills: Word, Excel, Outlook

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

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.