7 дней назад
Trust Administration Officer II
65 296 - 104 304$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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