Trust Associate
Core
Manage all aspects of trust account administration, client services, and tax coordination for trust and estate accounts.
Role type
Trust Associate (Trust & Estate Administration)
Builds
Trust accounts, fiduciary tax returns, and client service support
Domain
Financial Services / Trust & Estate Administration
Deliverable
client delivery
Required skills
trust account administration, client service support, tax return coordination, regulatory compliance, office operations
Preferred skills
Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), finance degree, Wealthbox proficiency
Technologies
Microsoft Office Suite, Wealthbox
Responsibilities
Manage account opening, maintenance, and closing; process bill payments and wire transfers; coordinate fiduciary tax return preparation; attend administrative committees; support audit and regulatory examinations; handle general office operations
Seniority
Mid-level, hands-on IC