Client Administration Associate

TL;DR

Client Administration Associate (Wealth Management): Performs administrative functions related to ongoing maintenance of trust accounts and provides support to client account managers with an accent on analyzing legal documents, managing client files, and monitoring cash balances. Focus on extracting information for trust accounting systems, preparing court documentation, and responding to client inquiries.

Location: On-site in Knoxville, Tennessee, 8:30am-5:00pm

Company

hirify.global is an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations.

What you will do

• Analyze wills, trust indentures, legal documents, and extract required information for entry into the trust accounting system.
• Establish and maintain client account files, prepare routine correspondence to address inquiries and requests.
• Allocate estate assets to categories, prepare documentation for court filings using state-mandated lists.
• Respond to client telephone inquiries and make recommendations on information or fund releases.
• Monitor daily cash balances, ensure prompt payments of bills, taxes, and track transactions; prepare cash flow analyses and budgets.

Requirements

• BS degree in business, finance, or related field preferred.
• 2 years of trust administration, paralegal, financial services, or accounting experience.
• Knowledge of basic accounting/tax principles and common asset characteristics.
• Strong verbal, written, and interpersonal skills; discretion with confidential information.
• Client-focused with ability to build supportive relationships; attention to detail and meeting deadlines.
• Office-based, 8:30am-5:00pm in Knoxville, TN.

Culture & Benefits

• Majority employee-owned with ESOP eligibility after one year.
• Comprehensive benefit package and competitive salary.
• Strong company culture supporting community and charitable organizations.
• Offices in Richmond, Williamsburg, Roanoke, McLean, and Knoxville, TN.