Career Resource Services
Manager of Institutional & Trust Administration
Career Resource Services, Dallas, Texas, United States, 75215
Manager of Institutional & Trust Administration
3 days ago Be among the first 25 applicants
Career Resource Services provided pay range. This range is provided by Career Resource Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range: $125,000.00/yr - $135,000.00/yr
Responsibilities
Manage staff performing client service tasks
Monitor and evaluate the team’s performance and productivity; provide feedback, coach, and train
Ensure trusts, endowment accounts, gift annuities and donor‑advised funds are administered per the governing trust document, investment guidelines, regulations and policies/procedures
Prepare 1099Rs, tax returns, financial calculations, income projections, presentation materials, board reports and other specialized client reports.
Coordinate tax‑related activities (e.g. K‑1’s, 1099, 1099R, 8282 reporting and estimated payments) with the tax vendor, external CPAs and clients
Collaborate with internal and external stakeholders regarding new business opportunities
Attend client onboarding and annual update meetings as requested
Research and facilitate resolutions on client‑related issues
Review and update annual risk assessments with the internal auditor
Ensure compliance
Review client audit confirmation packages, client presentation materials and other custom client reports
Qualifications
Bachelor’s degree with a major in finance, accounting, or other related business discipline
5 years of experience in the financial services industry
Possess knowledge of asset management and charitable gift planning industry
Strong computer skills, specifically with Microsoft Office Excel, Word and Outlook and the ability to learn and utilize internal systems and applications
Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of clients and internal personnel
Must be a self‑motivated team player with strong attention to detail, high level of accountability, organizational skills and the ability to work independently
Strong persuasion, relationship‑building, presentation skills
Ability to identify, understand and communicate customer needs, both verbally and in writing
Ability to maintain a high degree of ethical standards and complete confidentiality at all times
Ability to multi‑task, prioritize and problem‑solve
Experience with SalesForce is a plus
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Career Resource Services provided pay range. This range is provided by Career Resource Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range: $125,000.00/yr - $135,000.00/yr
Responsibilities
Manage staff performing client service tasks
Monitor and evaluate the team’s performance and productivity; provide feedback, coach, and train
Ensure trusts, endowment accounts, gift annuities and donor‑advised funds are administered per the governing trust document, investment guidelines, regulations and policies/procedures
Prepare 1099Rs, tax returns, financial calculations, income projections, presentation materials, board reports and other specialized client reports.
Coordinate tax‑related activities (e.g. K‑1’s, 1099, 1099R, 8282 reporting and estimated payments) with the tax vendor, external CPAs and clients
Collaborate with internal and external stakeholders regarding new business opportunities
Attend client onboarding and annual update meetings as requested
Research and facilitate resolutions on client‑related issues
Review and update annual risk assessments with the internal auditor
Ensure compliance
Review client audit confirmation packages, client presentation materials and other custom client reports
Qualifications
Bachelor’s degree with a major in finance, accounting, or other related business discipline
5 years of experience in the financial services industry
Possess knowledge of asset management and charitable gift planning industry
Strong computer skills, specifically with Microsoft Office Excel, Word and Outlook and the ability to learn and utilize internal systems and applications
Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of clients and internal personnel
Must be a self‑motivated team player with strong attention to detail, high level of accountability, organizational skills and the ability to work independently
Strong persuasion, relationship‑building, presentation skills
Ability to identify, understand and communicate customer needs, both verbally and in writing
Ability to maintain a high degree of ethical standards and complete confidentiality at all times
Ability to multi‑task, prioritize and problem‑solve
Experience with SalesForce is a plus
#J-18808-Ljbffr