Job Description:
The Trust and Wealth Management Group of Reid and Riege, P.C. is seeking a self-motivated individual to provide the administrative, operational, and project support required to provide superior customer service to our high-net-worth clients.
Primary Duties:
- Respond to client requests for information on a same day basis or similarly appropriate time frame.
- Ensure accuracy and timeliness in the creation, preparation, and processing of: routine and non-routine transactions, such as client bill-paying and gifting programs, account maintenance, client files, insurance matters, and other daily recordkeeping and reporting activities.
- Monitor cash positions and work with outside investment advisors to ensure cash balances are appropriate to meet liquidity needs.
- Process client account openings and closings.
- Oversee asset transfers and assist with tax cost research.
- Assist clients by telephone, email, and in writing.
- Gather tax information for the completion of trust 1041s and client 1040s.
- Prepare materials for client meetings.
- Provide operational and administrative support to the members of the Fiduciary Services Group.
- Assist with department projects
This list is not exhaustive, and duties or tasks may be added or removed as needed to meet the needs of the department.
Qualifications:
- Bachelor's degree
- 3-5 years previous experience in financial services, preferably in a bank trust environment, however, the equivalent combination of education and relevant experience will be considered.
- Basic knowledge of wealth management terminology and financial and estate planning concepts.
- Independent self-starter with excellent interpersonal, written and verbal communication skills, and client service skills.
- Must be a professional, enthusiastic, and friendly team member with strong attention to detail.
- Able to perform duties with strict adherence to firm policies and with respect for client privacy.
- Organized and able to handle multiple tasks in a fast-paced environment.
- Strong PC skills including Microsoft Word, Excel, and Outlook.
Benefits:
- Health, Dental, and Vision insurance
- Life insurance, Disability insurance and EAP coverage
- PTO, Paid Holidays, Sick Time, Bereavement and Parental leave
- 401(k) plan with employer contributions (Traditional and Roth options available)
Schedule: Monday to Friday
Reid and Riege, P.C is an equal opportunity employer dedicated to workforce diversity.
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