Administers trusts in accordance with statutes and regulations, participating in income tax planning and preparation while explaining tax matters to relevant parties
Job Summary
Administers trusts in accordance with statutes and regulations, participating in income tax planning and preparation while explaining tax matters to relevant parties.
Interacts with Financial Advisors and clients to define goals, establish asset allocation, and review portfolios, while also engaging with beneficiaries in the personal trust administration process.
Develops and maintains strong relationships across all levels of the organization, reviews progress with executive leadership, and may lead the work of others, coaching less experienced staff.
Matching Summary
Administers trusts in accordance with statutes and regulations, participating in income tax planning and preparation while explaining tax matters to relevant parties.
Skills & Requirements
Must-have
Personal trust administration
Fiduciary laws and principles
Income tax planning
Client and Financial Advisor interaction
Ethical principles adherence
Nice-to-have
Leadership and coaching
Relationship building across organization
Public presentation skills
Adaptability in fast-paced environment
Key Requirements
3 to 6 years general experience
Bachelor's degree in Accounting, Business Administration, or Finance
Knowledge of IRA regulations and Inherited IRA administration
Knowledge of Trust Code of Florida or other applicable states