Our Client, a Financial / Banking company, is looking for Legal - Trust Administrative Professional (Level II) for their Pennington, NJ location
Responsibilities :
- PB IRA line of business. Provides Trusteed Individual Retirement Account (TIRA) administrative support to Private Bank Specialized Fiduciary Officers and National Trust Services Managers.
- In addition, works independently, but closely with client facing Trust Officers and Administrators to ensure accurate and efficient delivery of IRA account level services.
- Responsible for routine administrative duties, such as performing TIRA money movement and tax related transactions.
- Provides administrative support to Specialized Fiduciary Officers. Team Leaders, Group Manager and National Executive.
- Works independently, but closely with Officers and Team Leaders to ensure accurate and efficient delivery of services.
- Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.
and with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed.
- May be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge
- Responsible for routine administrative duties, such as performing account maintenance, account opening processes, money movement and tax related transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making and answering telephone calls, writing routine letters / e-mails and other tasks as required to administer accounts and serve client needs.
- May be asked to participate in projects, prepare reports and conduct research.
- May act as a point of contact for clients and internal / external partners and as a backup for the Officers.
- The SFA II is supervised and supported by a team.
Legal - Trust Administrative Professional (Level II)
Our Client, a Financial/Banking company, is looking for Legal - Trust Administrative Professional (Level II) for their Pennington, NJ location. Provides Trusteed Individual Retirement Account (TIRA) administrative support to Private Bank Specialized Fiduciary Officers and National Trust Services Man...
Legal - Trust Administrative Professional (Level II)
Our Client, a Financial/Banking company, is looking for Legal - Trust Administrative Professional (Level II) for their Pennington, NJ location. Provides Trusteed Individual Retirement Account (TIRA) administrative support to Private Bank Specialized Fiduciary Officers and National Trust Services Man...
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