Trust Operations Assistant — Elevate Wealth Management Support

Reid and Riege PC; Coltville (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, Dental, Vision insurance

401(k) plan with employer match

Job summary

Reid and Riege, P.C in Connecticut seeks a self-motivated professional to provide administrative, operational, and project support for high-net-worth client service within the Trust and Wealth Management Group.

The role handles client inquiries, transaction processing, cash monitoring with advisors, and preparation of materials for meetings while safeguarding client privacy. Strong detail orientation and communication skills are essential.

Qualifications

• Bachelor's degree required.
• 3–5 years of experience in financial services, preferably in a bank trust environment.
• 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.
• 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.

Responsibilities

• 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 (e.g., client bill-paying and gifting programs, account maintenance, client files, insurance matters, and daily recordkeeping).
• 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 Fiduciary Services Group.
• Assist with department projects.

Skills

Client service

Interpersonal skills

Written communication

Verbal communication

Attention to detail

Organizational skills

Team player

Education

Bachelor's degree

Tools

Microsoft Word

Excel

Outlook

Job description

Reid and Riege, P.C in Connecticut seeks a self-motivated professional to provide administrative, operational, and project support for high-net-worth client service within the Trust and Wealth Management Group.

The role handles client inquiries, transaction processing, cash monitoring with advisors, and preparation of materials for meetings while safeguarding client privacy. Strong detail orientation and communication skills are essential.