Wealth Trust Admin & Reporting Specialist

Jobtailor; Connecticut; On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in United States, Connecticut, is seeking a detail-oriented professional to provide full administrative and operational support to the Wealth Management Group. You will handle tax payments, account maintenance, and reporting, ensuring accuracy and compliance with trust processes.

The role requires four years in trust/banking or related fields, strong written/verbal communication, and proficiency in Word/Excel.

Qualifications

• Associate's Degree in Business Administration or equivalent education and experience.
• Minimum of 4 years of experience in trust, banking, paralegal, accounting, brokerage, or insurance environments.
• Experience in securities and/or trust administration preferred.
• Proficient PC skills in Word and Excel; strong written and verbal communication.

Responsibilities

• Provide full-range administrative and operational support to the Wealth Management Group.
• Prepare and process correspondence, bills, tax payments, account maintenance, fee processing, account openings and closings.
• Maintain administrative logs and perform daily balancing.
• Ensure estimated and balance-due tax payments are made accurately and on time.
• Upload tax information to applicable tax authorities and web-based platforms.

Skills

Trust accounting

Securities movement

Customer service

Organizational skills

Windows & Office

Education

Associate's Degree in Business Administration

Tools

Windows Environment

Microsoft Word

Microsoft Excel

Database Software

Accounting Software

Job description

Jobtailor in United States, Connecticut, is seeking a detail-oriented professional to provide full administrative and operational support to the Wealth Management Group. You will handle tax payments, account maintenance, and reporting, ensuring accuracy and compliance with trust processes.

The role requires four years in trust/banking or related fields, strong written/verbal communication, and proficiency in Word/Excel.