Relationship Associate

Fiduciary Trust International

Radnor, PA, US
Base: $70,000 - $85,000; bonus: annual discretiona...
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Bachelor's degree or equivalent experience
2-5 years financial services experience
Strong microsoft office skills
** Fiduciary Trust International is seeking a Relationship Associate for their Radnor, PA office, focusing on providing support to Trust Officers and engaging with clients in wealth management and trust administration. The role requires a detail-oriented individual with financial services experience, strong interpersonal skills, and a commitment to client confidentiality. **

Job Summary

  • The Role involves providing daily support to Trust Officers while managing ongoing client deliverables and preparing wealth projections.
  • Employees will act as a key point of contact for clients and intermediaries, handling account administration and wire transfers.
  • The position offers a competitive base salary between $70,000 and $85,000 plus an annual discretionary bonus and comprehensive benefits.

Matching Summary

Match Score: 75

** Fiduciary Trust International is seeking a Relationship Associate for their Radnor, PA office, focusing on providing support to Trust Officers and engaging with clients in wealth management and trust administration. The role requires a detail-oriented individual with financial services experience, strong interpersonal skills, and a commitment to client confidentiality. **

Salary

Base: $70,000 - $85,000; Bonus: Annual discretionary bonus; Benefits: 401(k) match, healthcare, paid time off

Skills & Requirements

Must-have

  • Bachelor's degree or equivalent experience
  • 2-5 years financial services experience
  • Strong Microsoft Office skills

Nice-to-have

  • Trust administration background preferred
  • Client-facing experience in wealth management
  • Ability to interpret trust language
  • Team-oriented environment collaboration

Key Requirements

  • Bachelor's degree required
  • 2-5 years financial services experience
  • Hybrid work model requiring 3 days onsite

Work Rights

Not specified

Tailored Resume

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