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7 дней назад

Trust Administration Officer II

65 296 - 104 304$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Trust Administration Officer II (Personal Trust): Administering personal trust accounts, estates, foundations, agency accounts, and guardianships with an accent on trust-document interpretation, tax reporting, distributions, and account reviews. Focus on analyzing account activity, coordinating complex asset administration, maintaining regulatory accuracy, and supporting clients and intermediaries.

Location: In office in Wilmington, Delaware; New York, New York; or Las Vegas, Nevada, United States

Salary: $65,296–$104,304 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services institution and a subsidiary of Royal Bank of Canada, serving clients, colleagues, and communities through banking and trust services.

What you will do

  • Administer personal trusts, estates, foundations, agency accounts, and guardianships in accordance with governing documents.
  • Prepare and review account-opening paperwork, agreements, fee schedules, transfer documents, and client records.
  • Monitor cash requirements, distributions, fees, transactions, account reconciliations, and annual administrative reviews.
  • Prepare tax reports, research deficiency notices, coordinate tax payments and filings, and maintain tax calendars.
  • Coordinate administration of real estate, personal property, mineral and oil and gas interests, intellectual property, and other special assets.
  • Respond to clients, advisors, intermediaries, auditors, compliance teams, and regulatory inquiries.

Requirements

  • Minimum 4 years of experience in personal trust.
  • Minimum 4 years of experience in a financial services organization.
  • Minimum 4 years of administrative or clerical experience.
  • Bachelor’s degree preferred; a J.D. is a plus.
  • Strong written and verbal communication skills with the ability to analyze, interpret, summarize, and evaluate information.
  • Working knowledge of trust administration; progress toward a Trust Certificate or CTFA is desirable.

Culture & Benefits

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

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