Trust Operations Specialist - Wealth Management

Reid And Riege, Pc; Hartford (CT); On-site; USD 50,000 - 80,000; Full time

Job summary

Reid and Riege, P.C. seeks a self-motivated professional to provide administrative, operational, and project support for superior client service to high-net-worth clients. Responsibilities include handling client requests, processing transactions, and preparing materials for meetings.

The role requires a Bachelor's degree and 3-5 years in financial services, preferably in a bank trust environment, with strong communication and organizational skills.

Qualifications

• Bachelor's degree and 3-5 years in financial services, preferably in a bank trust environment.
• Strong knowledge of wealth management terminology and estate planning concepts.
• Independent self-starter with strong written and verbal communication and client service skills.
• Detail-oriented, organized, and able to handle multiple tasks in a fast-paced environment.
• Proficient with Microsoft Word, Excel, and Outlook.

Responsibilities

• Respond to client requests for information promptly.
• Process routine and non-routine transactions and maintain client files.
• Monitor cash positions and coordinate with outside investment advisors.
• Process client account openings and closings.
• Oversee asset transfers and assist with tax cost research.
• Prepare materials for client meetings.
• Provide operational and administrative support to the Fiduciary Services Group.
• Assist with department projects.

Skills

Interpersonal skills

Written communication

Verbal communication

Attention to detail

Client service

Education

Bachelor's degree

Tools

Microsoft Word

Excel

Outlook

Job description

Reid and Riege, P.C. seeks a self-motivated professional to provide administrative, operational, and project support for superior client service to high-net-worth clients. Responsibilities include handling client requests, processing transactions, and preparing materials for meetings.

The role requires a Bachelor's degree and 3-5 years in financial services, preferably in a bank trust environment, with strong communication and organizational skills.