Trust Advisor

Location: 400 Park Avenue, New York, New York, US 10022; In Office

Starting base salary: $148,266–$252,544 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada.

What you will do

• Review the legal, administrative, and risk aspects of prospective trust and investment relationships.
• Administer fiduciary accounts in accordance with governing documents, applicable laws, regulations, and court orders.
• Partner with bankers, portfolio managers, financial advisors, attorneys, accountants, and other professionals on new and existing trust relationships.
• Manage trust distributions, cash requirements, tax payments, reconciliations, gain/loss reporting, and account terminations.
• Oversee annual administrative reviews, documentation accuracy, fee agreements, transactions, and compliance with trust documents.
• Build relationships with clients, beneficiaries, centers of influence, and external advisors while meeting sales and retention goals.

Requirements

• Bachelor's degree or equivalent.
• 10+ years of experience in a financial or legal services organization and 10 years of trust administration experience.
• Strong verbal, written, interpersonal, organizational, and problem-solving skills.
• Familiarity with state tax laws, trust taxation, and California and/or Nevada probate code.
• Experience with trust accounting systems and Microsoft Office, including Word, Excel, and PowerPoint.
• Ability to manage multiple projects, anticipate needs, and work effectively with clients and internal and external contacts.

Nice to have

• Additional experience of up to 12 years in trust administration and financial or legal services.
• JD, LLM, or another legal designation or degree.
• Trust Certificate and/or CTFA certification.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement, internal training, and career development resources.
• Vacation, sick, and volunteer time benefits.
• Family planning, fertility, cancer, diabetes, and musculoskeletal support programs.
• Career mobility support and colleague resource groups.