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Trust Assistant

Company: Reid And Riege P.c.
Location: Hartford
Posted on: January 13, 2022

Job Description:

The Trust & Wealth Management practice of Reid and Riege, P.C. (a mid-sized Hartford law firm) is seeking a self-motivated individual to provide administrative support and project work for the team.This position will assist with the day to day administrative responsibilities required to provide superior customer service to our high net worth clients. This position will provide research to respond to client inquiries, maintain client records, provide compliance oversight and contribute to the overall high-touch service we provide our clients.The position will also be responsible for special project work for compliance, information gathering and other client focused purposes.
Primary Duties:

  • Monitor cash positions and work with outside investment advisors to ensure cash balances are appropriate to meet account demands for regularly scheduled disbursements.
  • Assist in implementing routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, insurance matters, gifting programs, and other tasks, as directed.
  • Process client transaction requests (using appropriate descriptions and tax codes), respond to client requests for information (statements, tax forms) and provide assistance with on-line access to client accounts all on a same day basis or similarly appropriate time frame.
  • Process client account openings, and closings, ensuring completeness and accuracy.
  • Oversee asset transfers; process and reconcile asset receipt and deliveries and assist with tax cost research.
  • Interact with clients and their other advisors by telephone, email and written communication.
  • Maintain electronic and paper account files as necessary.
  • Assist with preparing for client meetings including gathering materials from external sources (e.g. investment and tax advisors).
  • Serve as an additional point of contact for client inquiries.
  • Assist in the gathering of tax information for external CPAs for the completion of trust 1041s and client 1040s.
  • Assume responsibility for additional reporting duties and responsibilities as required.Qualifications:
    • Bachelor's degree
    • 3-5 years previous experience in financial services, preferably in a bank trust environment.
    • The qualified candidate must be an independent self-starter with excellent interpersonal, written and verbal communication skills, and client service skills.
    • Candidate must be a professional, enthusiastic and friendly team member with strong attention to details.
    • We are looking for an individual who is extremely organized and able to handle multiple tasks in a fast-paced environment.Strong PC skills including Word, Excel and Power Point are a must.
      The Firm is an equal opportunity employer dedicated to workforce diversity. Interestedcandidates should submit a cover letter with your resume to:
      Sandra DickersonAdministrative ManagerReid and Riege P.C.One Financial PlazaHartford, CT 06103
      sdickerson@rrlawpc.comby Jobble

Keywords: Reid And Riege P.c., Hartford , Trust Assistant, Other , Hartford, Connecticut

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