Trust Operations Coordinator
Benefits
8w paternity
Similar Jobs
See allClient Service Associate
Mercer Advisors
US
Microsoft Excel
Microsoft Word
CRM
988 Administrative Assistant
Vibrant Emotional Health
US
Microsoft Office
Scheduling
Communication
Operations Coordinator
Morgan & Morgan
US
Account Management
Communication
Microsoft Office
Administrative Assistant
Compsych
United States
Microsoft Excel
MS Office
PowerPoint
Stop Loss Administrative Support Assistant
Foundation Risk Partners
US
Data Entry
Adobe Acrobat
Microsoft Excel
Job Summary:
- Trust Operations Team provides high-level service to Wealth Management Teams.
- Acts as liaison with Corporate Trustee business partners.
- Processes and monitors multi-transactional requests and research.
Essential Job Functions:
- Assist with administrative tasks, including maintaining client documents and workflow.
- Work with leadership to ensure timely correspondence with internal teams and clients.
- Serve as quality control point for compliance and internal guidelines.
Required Knowledge, Skills & Abilities:
- High school diploma required; bachelor's degree preferred.
- Outstanding communication and organizational skills.
- Proficiency with MS Word, Excel, PowerPoint, and Outlook.
Benefits:
- Competitive and robust benefit package including medical, dental, and vision.
- 14 company-paid holidays and generous paid time off.
- Paid parental leave (8 weeks) and 401(k) retirement plan with match.
Mercer Advisors
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, insurance, and more. The firm serves over 31,300 families across 90+ U.S. cities and is ranked #1 RIA firm by Barron's, with a culture where more than half of employees are women.