Wealth Trust Operations Associate

Reid & Riege, P.C.; Hartford (CT); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

EAP

PTO

Paid holidays

Sick time

Bereavement leave

Parental leave

401(k) plan

Job summary

Reid and Riege, P.C. is seeking a self-motivated professional to support the Trust and Wealth Management Group in delivering superior service to high-net-worth clients.

You will respond to client inquiries quickly, process complex financial transactions, and coordinate with advisors to ensure liquidity and accuracy. This role requires strong communication, privacy respect, and a proactive, organized approach in a fast-paced environment.

Qualifications

• 3–5 years of experience in financial services, preferably in a bank trust environment.
• Basic knowledge of wealth management terminology and financial/estate planning concepts.
• Independent self-starter with excellent interpersonal, written and verbal communication skills, and client service mindset.
• Professional, enthusiastic, and friendly team member with strong attention to detail.
• Ability to adhere to firm policies and maintain client privacy.
• Organized and capable of handling 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 in a similar timeframe.
• Ensure accuracy and timeliness in processing routine and non-routine transactions (bill-paying, gifting, account maintenance, etc.).
• Monitor cash positions and coordinate with outside investment advisors 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 written communication.
• Gather tax information for completion of trust 1041s and client 1040s.
• Prepare materials for client meetings.
• Provide operational and administrative support to Fiduciary Services Group members.
• Assist with department projects.

Skills

Wealth management terminology

Interpersonal communication

Client service

Attention to detail

Multi-tasking

Tools

Microsoft Word

Excel

Outlook

Job description

Reid and Riege, P.C. is seeking a self-motivated professional to support the Trust and Wealth Management Group in delivering superior service to high-net-worth clients.

You will respond to client inquiries quickly, process complex financial transactions, and coordinate with advisors to ensure liquidity and accuracy. This role requires strong communication, privacy respect, and a proactive, organized approach in a fast-paced environment.