Garden State Trust Company ยท 4 weeks ago
Trust Administrator/Assistant Trust Officer
Marlton, NJ
Full-time
Onsite
Mid Level
$45K/yr - $75K/yr
3+ years expGarden State Trust Company is an independent trust company operating throughout New Jersey, focused on providing superior service to clients. They are seeking a Trust Administrator/Assistant Trust Officer to manage client accounts, ensure compliance, and assist in onboarding new clients while supporting the Investment Officer in portfolio management.
FinanceFinancial Services
Hiring Manager
Sean Rice, CTFA
Responsibilities
Assist with all aspects of Trust Administration including review of governing instrument, correspondence with beneficiaries and other interested parties including outside advisors and COIs. Provide oversight and execution of client discretionary requests, facilitate tax filings, prepare trust terminations and final distribution of assets
Assist in onboarding of new clients including, preparation of presentation materials, attend client meetings; preparation, completion and filing of account opening documents; opening accounts on Advantage system; preparation of transfer paperwork and follow up with attorney and clients as needed. Develop and sustain COIs for client referrals
Ensure all client accounts are properly managed according to the terms of the account agreements and trust document. Monitor accounts for compliance with all AML/BSA requirements and check OFAC compliance. Provide reports for TAC and Discretionary Committees
Attend continuing education opportunities and maintain any designations earned
Assist in estate settlement including review and collection of assets, review governing documents, gather documentation for preparation of tax returns, accountings and distribution of assets
Qualification
Required
Strong verbal and written communication skills
Great interpersonal skills and professional demeanor when interacting with teammates and clients
Willing to work with a team or independently
3 years Trust Administration / Wealth Management experience
Knowledge of Microsoft Office package and Trust Accounting Software preferred
Detail oriented and self-motivated, fast learner with ability to work independently, quickly and efficiently
Good organizational skills, ability to multi-task while setting priorities and following through on tasks
Preferred
Knowledge of Microsoft Office package and Trust Accounting Software preferred
Associate or Bachelor's degree in business related field preferred
Benefits
401(k)
Health insurance
Paid time off
Company
Garden State Trust Company
Garden State Trust is a leading independent trust firm in New Jersey that offers wealth management, trust and estate services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ira Brower
Chief Executive Officer & Founder
Barbara Kannheiser
Chief Financial Officer
Company data provided by crunchbase