Piper Companies
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.
Qualifications for the Trust Administrator:
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. Bachelor’s degree is required.
Compensation for the Trust Administrator:
$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.
This job opens for applications on 7/8/25. Applications for this job will be accepted for at least 30 days from the posting date.
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 Referrals increase your chances of interviewing at Piper Companies by 2x Sign in to set job alerts for “Financial Analyst” roles.
Palm Beach, FL $150,000.00-$250,000.00 3 hours ago North Palm Beach, FL $30.00-$40.00 2 days ago North Palm Beach, FL $30.00-$38.00 2 weeks ago North Palm Beach, FL $25.00-$30.00 2 days ago West Palm Beach, FL $150,000.00-$200,000.00 1 week ago Corporate Finance Analyst I, Special Projects
West Palm Beach, FL $90,000.00-$100,000.00 6 days ago FINANCIAL CONTROL ANALYST (PENDING RECLASSIFICATION) - 43001941
West Palm Beach, FL $70,000.00-$75,000.00 1 week ago West Palm Beach, FL $23.75-$27.50 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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.
Qualifications for the Trust Administrator:
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. Bachelor’s degree is required.
Compensation for the Trust Administrator:
$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.
This job opens for applications on 7/8/25. Applications for this job will be accepted for at least 30 days from the posting date.
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 Referrals increase your chances of interviewing at Piper Companies by 2x Sign in to set job alerts for “Financial Analyst” roles.
Palm Beach, FL $150,000.00-$250,000.00 3 hours ago North Palm Beach, FL $30.00-$40.00 2 days ago North Palm Beach, FL $30.00-$38.00 2 weeks ago North Palm Beach, FL $25.00-$30.00 2 days ago West Palm Beach, FL $150,000.00-$200,000.00 1 week ago Corporate Finance Analyst I, Special Projects
West Palm Beach, FL $90,000.00-$100,000.00 6 days ago FINANCIAL CONTROL ANALYST (PENDING RECLASSIFICATION) - 43001941
West Palm Beach, FL $70,000.00-$75,000.00 1 week ago West Palm Beach, FL $23.75-$27.50 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr