Trust Operations Assistant Reid and Riege PC Hartford, CT Job Details Full-time $50,000 - $80,000 a year 23 hours ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Parental leave Employee assistance program Vision insurance Life insurance Qualifications Customer communication Microsoft Excel Microsoft Outlook Writing skills Estate planning

Full Job Description 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.

Requirements:

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.