Client Administration Associate (Finance)

TL;DR

Client Administration Associate (Finance): Performing administrative functions for trust accounts and supporting client account managers with an accent on account maintenance, legal document analysis, and financial reporting. Focus on analyzing wills and trust indentures, monitoring cash balances, and ensuring regulatory compliance for estate assets.

Location: On-site in Richmond, Virginia

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, and legal documents to extract data for the trust accounting system.
• Maintain client account files and handle routine correspondence with customers and co-executors.
• Categorize estate assets and prepare documentation for presentation to the Commissioner of Accounts.
• Monitor daily cash balances and ensure prompt payment of bills, remittances, and taxes.
• Respond to client inquiries and make recommendations regarding the release of information or funds.
• Provide backup reception support by managing incoming client calls.

Requirements

• Must be based in and able to work on-site in Richmond, VA (8:30am-5:00pm)
• BS degree in business, finance, or a related field preferred.
• 2 years of experience in trust administration, paralegal, financial services, or accounting.
• Knowledge of basic accounting/tax principles and common asset characteristics.
• Strong verbal, written, and interpersonal communication skills.
• Ability to handle confidential and sensitive data with discretion.

Culture & Benefits

• Majority employee-owned with ESOP eligibility after one year of service.
• Comprehensive benefit package and competitive salary.
• Strong company culture that supports community and charitable organizations.