Apply on Employer Site

Johnson Financial Group · 2 weeks ago

Wealth Fiduciary Assistant - Family Office

Racine, WI

Full-time

Onsite

Entry Level

2+ years exp

Johnson Financial Group is a company focused on providing financial services. They are seeking a Wealth Fiduciary Assistant - Family Office to support ultra-high net worth family relationships by enhancing the client experience and managing fiduciary responsibilities.

Financial ServicesInsuranceLocal Business

Work & Life Balance

Responsibilities

Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Administrators throughout processes of client implementation, maintenance, and communication

Thorough knowledge of core Wealth and Bank operating platforms specific to Fiduciary services

Responsible for accurately opening and closing of accounts within Wealth operating systems; including initiating and tracking status of deposits as well as cash and asset transfers to/from accounts

Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to work independently

Fiduciary responsibilities include but are not limited to: understanding and assisting with Will File, Vault and procedures, Estate valuations, insurance claim processing, probate and other post death processes, and insurance trusts monitoring

Responsible for review, disbursement, and updating of required reports (outlier reports, account synoptic, direct to hold letters, investment policy statement updates, etc.)

Process various client requests including but not limited to; wire transactions, funds transfers, and requests for distributions

Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Maintain client files to meet industry standards and compliance requirements

Accurately and timely prepare correspondence, reminders/ticklers, performance reports, documents, adhoc reports, proposals and other administrative functions

Proactively schedule client appointments and meetings, acts as the key liaison for organizing and managing client events

Coordination of meetings, calendar management, answering phones, filing, and processing of mail

Qualification

Fiduciary services knowledgeWealth operating platformsTrust accounting systemsInvestment custody knowledgeFinancial Planning softwareMS Office SuiteAnalytical skillsCommunication skillsOrganizational skills

Required

Bachelor's degree with minimum 2 years experience in the financial services industry and/or Wealth services. Work experience may be considered in lieu of education

Excellent oral and written communication skills; proven organizational, analytical and follow up skills

Proficient with MS Office Suite of products, trust accounting systems and bank operating systems