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RH
Robert Half
Trust Coordinator
Career Insights for Personal Financial Advisor (General)
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Scorecard
Based on Wisconsin data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$120,852 / year median in Wisconsin
+3% projected growth
Job Description
Join a mission-driven nonprofit supporting individuals with disabilities through trust administration and beneficiary services. We're seeking a detail-oriented professional with experience in trust administration, banking operations, fiduciary services, asset management, or client service.
ResponsibilitiesProcess and review trust disbursement requests.
Communicate with beneficiaries and agents to collect required documentation.
Monitor account balances and prepare financial reports.
Support cash management and investment-related reporting.
Collaborate with internal teams on beneficiary spending plans.
Document investment review meetings and action items.
Assist with trust administration projects and beneficiary support.
ResponsibilitiesProcess and review trust disbursement requests.
Communicate with beneficiaries and agents to collect required documentation.
Monitor account balances and prepare financial reports.
Support cash management and investment-related reporting.
Collaborate with internal teams on beneficiary spending plans.
Document investment review meetings and action items.
Assist with trust administration projects and beneficiary support.