Trust Operations Associate — Client Service & Wealth Ops

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

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,