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Financial Analyst - Trust
Financial Analyst - TrustPiper Companies • West Palm Beach, FL
Financial Analyst - Trust

Financial Analyst - Trust

Piper Companies • West Palm Beach, FL
30+ days ago
Job type
  • Full-time
Job description

Piper Companies is looking for an Financial Analyst - Trust for a Chartered Trust Company for a Full Time, hybrid position in West Palm Beach, FL The Trust Administrator will provide administrative support a team of personal trust officers, and will learn, understand, and apply fiduciary laws and regulations in accordance with the administration of trusts.

Responsibilities for the Trust Administrator:

  • Review and execute all aspects of trust administration, including bill pay, receiving, confirming, authenticating requests from beneficiaries, tax payment and mailing of forms as necessary, opening and funding accounts, and closing and delivering assets for terminating accounts.
  • Working with the new business group and/or compliance with regard to AML, KYC, and new account paperwork.
  • With oversight from Trust Officer, use proper discretion and sound judgment in making decisions concerning trust relationships.
  • Provide exceptional customer service to clients.

Qualifications for the Trust Administrator:

  • Relevant work experience in an administrative role. Exposure to banking and financial statements or trust administration is preferred.
  • Exceptional verbal and written communications skills.
  • Proven ability to work within a team and communicate effectively with all organizational levels of the company.
  • Ability to prioritize and meet deadlines.
  • Bachelor’s degree is required.

Compensation for the Trust Administrator:

  • $,-$, base salary ***depending on experience***
  • Bonus eligibility
  • Hybrid work schedule
  • Comprehensive benefit package: Medical, Dental, Vision, k, PTO. Sick leave as required by law.

#LI_JH2 #LI-hybrid

This job opens for applications on 7/8/. Applications for this job will be accepted for at least days from the posting date.

Keywords: Trust, Trust administration, trust advisor, trust officer, officer, ERISA, fiduciary expertise, trust fund, trust management, trust fund management, compliance, trust associate

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Financial Analyst - Trust • West Palm Beach, FL

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