• This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period.

JOB OVERVIEW

The Associate – Trust Accounting processes client requests accurately, efficiently, and in accordance with documented processes and procedures. This is a proactive, non-sales position focused on servicing and guiding new and existing clients through processes related to completing self-directed investments, including but not limited to private equity, hedge funds, futures, and real estate. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation.

RESPONSIBILITIES & DUTIES

• Works with the Trust Accounting Team for daily transactions focusing on Distributions, Cash, and In-Kind Transactions
• Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
• Answers client questions regarding financial transactions, including asset transfers, distributions, sales, and other client transactions
• Handles client transaction verifications and communications
• Effectively learn and communicate IRS rules and regulations related to IRAs
• Utilize Salesforce, our state-of-the-art CRM system, to keep all transaction and case statuses updated, also logging all communication
• Build and maintain relationships with account holders and referral sources
• Collaborate with the management team for special events or meetings
• Work across departments to assist with special projects, as necessary

QUALIFICATIONS

• Associate degree in finance or related field preferred
• Minimum one (1) year of experience in a Financial Services environment
• Experience in Accounting or Finance preferred

PROFESSIONAL CERTIFICATIONS

• None

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: