Specialized Fiduciary Administrator I (SFO I), Fiduciary Tax
Core
Provides administrative support to Fiduciary Tax Accountants in the Private Bank space, handling account maintenance, client contact, and regulatory compliance.
Role type
Administrative Support Specialist (Fiduciary Tax)
Builds
Operational support for Fiduciary Tax accounts and client service
Domain
Banking / Private Wealth Management / Fiduciary Services
Deliverable
product features
Required skills
Account Management, Administrative Services, Attention to Detail, Client Management, Problem Solving, Referral Identification
Responsibilities
Conduct account maintenance and prepare letters, monitor and prepare reports, order office supplies, support addressing client issues, ensure accounts comply with fiduciary standards and regulations
Seniority
Entry-level
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