Relationship Associate

Fiduciary Trust International

New York, NY, US
Base: $75,000 - $85,000; bonus: annual discretiona...
Hybrid
Bachelor's degree required
2-5 years financial services experience
Client-facing interaction skills
The role involves partnering with Trust Officers and Relationship Managers to manage the wealth and financial needs of High-Net-Worth clients

Job Summary

  • The role involves partnering with Trust Officers and Relationship Managers to manage the wealth and financial needs of High-Net-Worth clients.
  • Employees will prepare wealth projections, cash flows, fee reviews, and presentations while ensuring transactions comply with trust agreements.
  • Franklin Templeton offers a competitive salary range between $75,000 and $85,000 plus bonus, along with comprehensive benefits including healthcare and 401(k) matching.

Matching Summary

The role involves partnering with Trust Officers and Relationship Managers to manage the wealth and financial needs of High-Net-Worth clients.

Salary

Base: $75,000 - $85,000; Bonus: Annual discretionary bonus; Benefits: 401(k) match, healthcare, paid time off

Skills & Requirements

Must-have

  • Bachelor's degree required
  • 2-5 years financial services experience
  • Client-facing interaction skills
  • Trust document review capability
  • Excel Word PowerPoint proficiency

Nice-to-have

  • SEI or accounting software knowledge
  • Competitor analysis experience
  • Trust administration background preferred
  • Strong interpersonal relationship building
  • Ability to work in team environment

Key Requirements

  • Bachelor's degree
  • 2-5 years experience in financial services
  • Trust Administration background highly preferred
  • Hybrid work model requiring 3 days onsite

Work Rights

Not specified

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