Franklin Templeton · 1 day ago
Relationship Associate
New York, NY
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $82K/yr
2+ years exp
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Responsibilities
Works with Trust Officers and Relationships Managers (RMs) on HNW family relationships, including: account administration, preparing wealth projections, preparation of cash flows, fee reviews, and preparation of PowerPoint presentations for client meetings.
Reviews trust documents and ensures all transactions are in compliance with the trust agreement and state laws.
Works closely with internal Trust Officers to establish and maintain client contact. Acts as a key point of contact for client and intermediaries with accountants, attorneys, and other advisors.
Reviews daily overdraft report to determine how to cure income overdrafts. Coordinates with Portfolio Manager to raise cash to cure principal overdrafts.
Initiates wire transfers, discretionary principal payments, currency transactions, bill paying, and gifts & contributions.
Coordinates trust terminations and account closing in coordination with our Trust Counsel and tax department.
Partners with RM to understand client goals, which may include attending client meetings with the RM and better understanding the clients’ extended family and subsequent generations.
New Account Openings: Analyzes relevant documents to begin KYC. Reviews account openings with RM to determine proper administration of account, state law requirements, beneficiaries, tax suits, fee analysis, etc.
Qualification
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Required
Bachelor’s degree or equivalent experience
2-5 years’ experience in financial services with client-facing experience
Detail-oriented with the ability to multi-task and meet deadlines
Ability to work in a team-oriented environment while balancing the needs of the client
Effective interpersonal skills and relationship building skills
Ability to maintain confidentiality and handle client account information with discretion
Strong oral and written communication skills
Skilled in Microsoft Word, Excel and PowerPoint
Strong analytical skills with the ability to think strategically as it relates to client needs
Self-starter with strong problem solving skills
Ability to practice good judgment while making basic business decisions
Ability to handle various projects and deadlines and prioritize each task appropriately
Preferred
Trust Administration background or knowledge
Ability to review and interpret trust language
Desire to grow within the field of trust administration and private wealth management generally
Basic knowledge of competitors
Benefits
Discretionary bonus
401k plan
Health insurance
Other perks
Company
Franklin Templeton
Franklin Templeton is a global investment firm that offers mutual funds for individuals and institutions.
5001-10000 employees
H1B Sponsorship
Franklin Templeton has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (4)
2022 (4)
2021 (10)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Drew Carrington
Senior Vice President, Head of Institutional
Recent News
InsideBitcoins.com
2024-12-20
KillerStartups
2024-12-13
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