Trust Officer - Wealth Managment Firm Job at Larson Maddox, Wilmington, NC

a3pXZHdCKzZWTXNXS1pXdU91QjNOYm9rR3c9PQ==
  • Larson Maddox
  • Wilmington, NC

Job Description

A growing private wealth management firm with a mission to provide its clients with superior long-term returns no matter market performance and offices across the east coast is looking to bring on a Trust Officer who can come in and be a jack of all trades, doing work from trust administration to developing new business

Job Responsibilities

  • Work with Fiduciary team to support and provide resources necessary wealth and investment solutions
  • Prepare new account opening documents, coordinate asset transfers and work with the custodians to assist with client on-boarding
  • Responsible the day-to-day administration of trust accounts and any estate administration
  • Conduct annual reviews of trust accounts and a post 90-day review of any new account while presenting these findings to the Trust Committee
  • Prepare for audits
  • Partner with investment and client advisory team to prepare Investment Policy Statements for clients and provide full reviews for fiduciary relationships
  • Monitor compliance of all investments with the Investment Policy Statements
  • Work on ad-hoc projects as needed - PowerPoint, Excel
  • Understand reporting and how to access system for reports
  • Travel and meet with clients and prospects

Qualifications:

  • Bachelor's degree
  • 3+ years of experience in trust and estate administration
  • Experience administering trust and investment accounts with a third party a custodian a plus
  • Knowledge of financial reporting and asset aggregation systems
  • Understanding of financial transactions and trust administration
  • Experience executing investment transactions in client portfolios including hedge funds, public securities, real estate and private equity
  • Familiarity with transaction processing and financial services operations

Job Tags

Similar Jobs

Ryder System

Truck Driver CDL A Daily Job at Ryder System

**Position Description**Immediate opening for a SOLO Class A CDL Truck Driver and we want the right Trucker to join us at Ryder in Madison...  ...easy.+ Deliver SOLOTo: AL, TN; Within 150 Miles+ Route: Home Daily+ Tractor Type: Day Cab, 26' Straight Truck; must be able to... 

Pyramid Consulting, Inc

CX Researcher Job at Pyramid Consulting, Inc

 ...Immediate need for a talented CX Researcher . This is a 12+ Months Contract opportunity with long-term potential and is located in...  ...Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending... 

Abbott

Sr. Manager, Medical Affairs (San Diego) Job at Abbott

 ...healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,00...  ...scientists. The Opportunity This position, Sr. Medical Affairs Manager, works out of our Carlsbad, CA location in the Cardiometabolic... 

Waste Pro USA

Regional Safety Trainer Job at Waste Pro USA

 ...Train. Lead. Inspire. Step into a role where safety comes first - and so do people!! The Waste Pro Safety Trainer is responsible for ensuring all operational personnel are trained to company standards. The Safety Trainer in partnership with management and Human Resources... 

Metro One Security Management

Regional Security Manager Job at Metro One Security Management

 ...We are a rapidly growing company currently hiring a Regional Manager with 2-3 years minimum experience. The Regional Manager must be able...  ...call, and on call officers for assigned clients. Ensure all security officers are trained on mobile application for time and...