Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies
Job Summary
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.
Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations.
Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services.
Matching Summary
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.
Skills & Requirements
Must-have
High-profile institutional accounts
Qualified and non-qualified plans
Fortune 500 companies
Deliver high quality and responsive service
Coordinate account opening process
Process stock and mutual fund trades
Comply with policies and procedures
Nice-to-have
Client Service Oriented
Personable
Team Player
Proactive Problem Solver
Resourceful
Independent
Integrity
Time Management
Detail Oriented
Key Requirements
Bachelor’s degree from an accredited university or college
Minimum of five years of relevant professional experience
Strong MS Office skills (Outlook, Excel, Word, PowerPoint)