Join to apply for the Financial Analyst - Trust role at Piper Companies
Join to apply for the Financial Analyst - Trust role at Piper Companies
Piper Companies is looking for an Financial Analyst - Trust for a Chartered Trust Company for a Full Time, hybrid position in West Palm Beach, FL The Trust Administrator will provide administrative support a team of personal trust officers, and will learn, understand, and apply fiduciary laws and regulations in accordance with the administration of trusts.
Responsibilities for the Trust Administrator:
- Review and execute all aspects of trust administration, including bill pay, receiving, confirming, authenticating requests from beneficiaries, tax payment and mailing of forms as necessary, opening and funding accounts, and closing and delivering assets for terminating accounts.
- Working with the new business group and/or compliance with regard to AML, KYC, and new account paperwork.
- With oversight from Trust Officer, use proper discretion and sound judgment in making decisions concerning trust relationships.
- Provide exceptional customer service to clients.
- Relevant work experience in an administrative role. Exposure to banking and financial statements or trust administration is preferred.
- Exceptional verbal and written communications skills.
- Proven ability to work within a team and communicate effectively with all organizational levels of the company.
- Ability to prioritize and meet deadlines.
- Bachelors degree is required.
- $75,000-$95,000 base salary ***depending on experience***
- Bonus eligibility
- Hybrid work schedule
- Comprehensive benefit package: Medical, Dental, Vision, 401k, PTO. Sick leave as required by law.
Keywords: Trust, Trust administration, trust advisor, trust officer, officer, ERISA, fiduciary expertise, trust fund, trust management, trust fund management, compliance, trust associate
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales-
Industries
Business Consulting and Services
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