Job description

Have you ever dreamed of working for a company that has been voted one of the Best Places to Work? Well, here is your chance! We are looking for financial-savvy people who are interested in pursuing a career as a Trust Associate.

FIRST ROUND INTERVIEWS take place on Wednesday 04/26 between 9am and 2pm PST.

You approach people with respect and always display a friendly nature. You have an innate understanding that people need a patient helping hand with planning their estates. This can be a highly stressful undertaking for your customers and you have the empathy to handle their concerns as they navigate this difficult area of financial planning.

If you are that person who has a caring nature, believes *doing well by doing good* and demonstrates a deep competency in administrative tasks, we want to hear from you!

Our client is located in Novato CA and supports a healthy work/life balance. Part of that includes offering hybrid work opportunities once initial training period is completed.

What you will be doing:

• Perform day-to-day function on assigned accounts accurately and by necessary deadlines. For example: open accounts, close accounts, transfers, wire requests, process bills, cash receipt, handle all IRA Required Minimum Distributions for department, tax payments.
• Monitor accounts on a daily basis for overdrafts and uninvested cash and keep Trust Officer informed
• Establish and maintain an orderly record keeping system ensuring maintenance of confidential accounts files and special reports.
• Will participate (under direction of supervisor) in educational sessions that enhance knowledge in Trust and Investments. (e.g., attending Estate Planning Council meetings and seminars).

Experience:

Ideally, you have some experience with Trusts, Tax advisory, or some other financial planning. If you have worked in the banking industry in an Client Administrative function, go ahead and Apply!

Helpful prior experience includes:

• Proficiency dealing with sensitive clients and providing superior customer service. Ability to remain calm and resolve service issues in challenging situations.
• Expertise with excel, including v-lookup and pivot tables
• Discretion of confidential personal, estate planning, and financial information of clients is mandatory.

Education:

Possession of a degree or diploma from an accredited college or university, or equivalent training/development/license/certification

Come join a company where the benefits are robust, the team is collaborative and your customers depend on your caring attitude.

Apply Now!

Job Type: Full-time

Pay: $65,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Overtime

Application Question(s):

• Are you available to attend a virtual interview on /04/26/2023 between 9am PST and 2pm PST?
• There is a set career trajectory for this role. It starts off as highly administrative in nature. Are you willing (and capable) to start your Trust career at this level?
• Does your experience or education include Tax services, Trust services, Wealth management, Financial planning or other financial services in some capacity?

Work Location: In person

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