Trust Operations Assistant

Reid & Riege Attorneys; Hartford (CT); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, Dental, and Vision insurance

Life insurance, Disability insurance,E

Descripción de la vacante

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,

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Strong communication skills

Client service skills

Attention to detail

Organizational skills

Multitasking

Professional demeanor

Respect for client privacy

PC skills: Word, Excel, Outlook

Educación

Bachelor's degree

Herramientas

Microsoft Word

Microsoft Excel

Microsoft Outlook

Descripción del empleo

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.