Trust Operations Associate — Client Service & Wealth Ops

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

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,