Garden State Trust Company
Trust Administrator/Assistant Trust Officer (Marlton)
Garden State Trust Company, Marlton, New Jersey, United States, 08053
Garden State Trust Company is an independent trust company operating throughout New Jersey with a focus on providing superior service to our clients and network of professional contacts. Headquartered in Monmouth County, our company has continued to grow allowing us to offer an exciting opportunity for a motivated self- starter looking for a career with tremendous growth opportunity.
We are looking for a TRUST ADMINISTRATOR/ASSISTANT TRUST OFFICER who wishes to work for an expanding independent trust company. This is a full-time, in-office position, working in our Marlton, NJ office location. Garden State Trust Company continues to grow assets and accounts under administration requiring us to add an experienced Trust or Wealth Management Professional who can work directly with our clients as well as administer their accounts. This includes preparing distribution requests, maintaining internal account reports, onboarding new clients, reviewing transactions and ensuring accounts are in compliance with company procedures and state regulations. Candidate will field client requests and inquiries regarding their accounts and investments, assist Investment Officer in portfolio management and complete monthly and annual account administrative reviews.
*Salary commensurate with experience.*
Additional Responsibilities:
Assist with all aspects of Trust Administration including review of governing instrument, correspondence with beneficiaries and other interested parties including outside advisors and COIs. Provide oversight and execution of client discretionary requests, facilitate tax filings, prepare trust terminations and final distribution of assets.
Assist in onboarding of new clients including, preparation of presentation materials, attend client meetings; preparation, completion and filing of account opening documents; opening accounts on Advantage system; preparation of transfer paperwork and follow up with attorney and clients as needed. Develop and sustain COIs for client referrals
Ensure all client accounts are properly managed according to the terms of the account agreements and trust document. Monitor accounts for compliance with all AML/BSA requirements and check OFAC compliance. Provide reports for TAC and Discretionary Committees.
Attend continuing education opportunities and maintain any designations earned.
Assist in estate settlement including review and collection of assets, review governing documents, gather documentation for preparation of tax returns, accountings and distribution of assets.
Required Qualifications:
o Strong verbal and written communication skills. Great interpersonal skills and professional demeanor when interacting with teammates and clients. Willing to work with a team or independently.
o 3 years Trust Administration / Wealth Management experience.
o Knowledge of Microsoft Office package and Trust Accounting Software preferred.
o Detail oriented and self-motivated, fast learner with ability to work independently, quickly and efficiently.
o Good organizational skills, ability to multi-task while setting priorities and following through on tasks.
Associate or Bachelor's degree in business related field preferred.
Job Type: Full-time
Benefits: 401(k) Health insurance Paid time off Physical Setting: Office (Marlton, NJ) Schedule: 8 hour shift Monday to Friday Work Location: In person
We are looking for a TRUST ADMINISTRATOR/ASSISTANT TRUST OFFICER who wishes to work for an expanding independent trust company. This is a full-time, in-office position, working in our Marlton, NJ office location. Garden State Trust Company continues to grow assets and accounts under administration requiring us to add an experienced Trust or Wealth Management Professional who can work directly with our clients as well as administer their accounts. This includes preparing distribution requests, maintaining internal account reports, onboarding new clients, reviewing transactions and ensuring accounts are in compliance with company procedures and state regulations. Candidate will field client requests and inquiries regarding their accounts and investments, assist Investment Officer in portfolio management and complete monthly and annual account administrative reviews.
*Salary commensurate with experience.*
Additional Responsibilities:
Assist with all aspects of Trust Administration including review of governing instrument, correspondence with beneficiaries and other interested parties including outside advisors and COIs. Provide oversight and execution of client discretionary requests, facilitate tax filings, prepare trust terminations and final distribution of assets.
Assist in onboarding of new clients including, preparation of presentation materials, attend client meetings; preparation, completion and filing of account opening documents; opening accounts on Advantage system; preparation of transfer paperwork and follow up with attorney and clients as needed. Develop and sustain COIs for client referrals
Ensure all client accounts are properly managed according to the terms of the account agreements and trust document. Monitor accounts for compliance with all AML/BSA requirements and check OFAC compliance. Provide reports for TAC and Discretionary Committees.
Attend continuing education opportunities and maintain any designations earned.
Assist in estate settlement including review and collection of assets, review governing documents, gather documentation for preparation of tax returns, accountings and distribution of assets.
Required Qualifications:
o Strong verbal and written communication skills. Great interpersonal skills and professional demeanor when interacting with teammates and clients. Willing to work with a team or independently.
o 3 years Trust Administration / Wealth Management experience.
o Knowledge of Microsoft Office package and Trust Accounting Software preferred.
o Detail oriented and self-motivated, fast learner with ability to work independently, quickly and efficiently.
o Good organizational skills, ability to multi-task while setting priorities and following through on tasks.
Associate or Bachelor's degree in business related field preferred.
Job Type: Full-time
Benefits: 401(k) Health insurance Paid time off Physical Setting: Office (Marlton, NJ) Schedule: 8 hour shift Monday to Friday Work Location: In person