Fiduciary Management Associate
3.
3 Quick Apply Full-time 5 hours ago Full Job Description The Fiduciary Management Associate will work with both the Trust Operations Group and Fiduciary Administration Group.
The purpose is to fully develop and educate the incumbent toward a future role as a Trust Office The incumbent will learn account setup, asset transfer, account review, investment review, policies, fees, and other Accutech and Accunet platform processes and procedures.
In addition, they will acquire knowledge of tax reporting for trusts, IMA, IRA and estates.
Bachelor's degree in a related field required; strong analytical skills and ability to communicate effectively with clients and associates.
Proficient reading, verbal and written communication, mathematical, interpersonal relations, sales, and PC skills; proven proficiency of Microsoft Office.
Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
3 Quick Apply Full-time 5 hours ago Full Job Description The Fiduciary Management Associate will work with both the Trust Operations Group and Fiduciary Administration Group.
The purpose is to fully develop and educate the incumbent toward a future role as a Trust Office The incumbent will learn account setup, asset transfer, account review, investment review, policies, fees, and other Accutech and Accunet platform processes and procedures.
In addition, they will acquire knowledge of tax reporting for trusts, IMA, IRA and estates.
Bachelor's degree in a related field required; strong analytical skills and ability to communicate effectively with clients and associates.
Proficient reading, verbal and written communication, mathematical, interpersonal relations, sales, and PC skills; proven proficiency of Microsoft Office.
Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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