We are seeking a new Trust Associate in our Nashville office.
This person will support and work closely with a Senior Trust Officer and the Company’s President.
Pendleton Square offers a competitive salary and benefits package, strong growth potential and the opportunity to work with a collaborative team of experienced professionals.
We are guided by our mission to lead generations forward to sustain and protect family legacies.
Primary Tasks & Duties
·Support senior Trust Officers in all areas related to trust administration including handling client inquiries responsively and professionally, facilitating beneficiary requests and managing overall daily trust administration tasks
·Assist with new client onboarding by facilitating execution of new account paperwork, overseeing file and asset transfers, coordinating with outside investment firms, performing reconciliations, ensuring special asset records are updated and welcoming new clients
·Utilize the trust accounting and administration systems to process various transactions such as beneficiary distributions and alternative investments, record communications, create reports for internal and external use and ensure compliance requirements are being met
·Monitor daily trust system reports to ensure accuracy of trust administration transactions and account liquidity
·Maintain account files, ensuring all documents are stored and named in accordance with policies and that they are well-organized and clutter-free
·Support trust compliance by strictly adhering to Company policies and procedures and assisting with annual account reviews
·Assist in the tax preparation process by gathering tax reporting, entering tracking information into system, coordinating with outside CPA firms and processing tax payments
·Support business development by responding to inquiries, assisting with marketing materials and attending meetings with prospective clients and their advisors
Requirements
·Superior verbal and written communication skills
·Ability to work independently and problem solve
·Client service oriented
·Ability to organize, prioritize and meet deadlines
·Attention to detail (VERY important)
·Computer skills, including Outlook, Excel, PowerPoint and Word
·Undergraduate degree
Preferences
·Graduate degree
·Salesforce experience
·1-2 years bank, trust company or other financial services experience
·CTFA designation (working towards or completed)
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