Trust Company Family Offices · 1 day ago
Investment Administrator
Holland, OH
Full-time
Onsite
New Grad, Entry LevelTrust Company Family Offices is a national trust bank specializing in investment and trust services for individuals, families, and organizations. The Investment Administrator will support the execution of trust and investment services, assisting with account administration, client service, and maintaining accurate records.
ConsultingCustomer ServiceFinanceFinancial ServicesProfessional Services
Responsibilities
Trade Execution & Desk Support
Advisory & External Account Support
Limit Order & Trade Monitoring
Pricing & Asset Maintenance
Investment and Client Reporting
Soft Dollar Management
Account Administration & Support
External Bank Portfolio Support
Team Collaboration & Oversight
Audit Preparation
Interactions with Operations/Back Office
Qualification
Required
Experience in Financial Services and Customer Service to support clients
Strong Communication skills to effectively communicate with clients, team members, and stakeholders
Proficiency in MS Office (Excel, Word, and Powerpoint) and relevant investment software tools (GWES, Bloomberg, Morningstar); and attention to detail when maintaining and analyzing client data
Proven ability to work both independently and collaboratively in a professional environment
Preferred
Bachelor's degree in Finance, Business Administration, or Economics
Familiarity with investments, trust structures, and investment reporting
Company
Trust Company Family Offices
Trust Company Family Offices is a financial planner and investment advisor for families, businesses, and nonprofit organizations.
Founded in 1990
11-50 employees
Funding
Current Stage
Early StageLeadership Team
A
Ann McCauley
President/CEO
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