Franklintempleton

Franklintempleton

Trust Administrator / Relationship Associate

Coral Gables, Florida, United States of America

Sponsorship not specified$71k-$84kDetected 30 days ago
Business DevelopmentExcelCommunicationProblem SolvingPublic SpeakingMicrosoft Office

About the role

  • Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.
  • Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
  • With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

Responsibilities

  • Partners with Trust Officers to maintain client contact. Acts as a key point of contact for client and intermediaries with accountants, attorneys, and other advisors
  • Partners with RM to understand client goals, which may include attending client meetings to better understanding the clients' extended family and subsequent generations
  • New Account Openings: Analyzes relevant documents to begin KYC. Reviews account openings with RM to determine proper administration of account, state law requirements, beneficiaries, tax suits, and fee analysis
  • Ability to maintain confidentiality and handle client account information with discretion
  • By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

Requirements

  • Strong analytical skills with the ability to think strategically as it relates to client needs
  • Ability to practice good judgment while making basic business decisions
  • Ability to handle various projects and deadlines and prioritize each task appropriately

Nice to have

  • Bachelor's degree or equivalent experience
  • 2-5 years' experience in financial services with client-facing experience preferred
  • Trust Administration background and knowledge preferred
  • ability to review and interpret trust language a plus
  • Desire to learn and grow within the client service model
  • Basic knowledge of competitors desired

Skills

  • Detail-oriented with the ability to multi-task and meet deadlines
  • Ability to work in a team-oriented environment while balancing the needs of the client
  • Effective interpersonal skills and relationship building skills
  • Strong oral and written communication skills
  • Skilled in Microsoft Word, Excel and PowerPoint
  • Ability to work in office a minimum of three days per week (in Coral Gables, Florida)

Compensation

  • Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
  • We expect the annual salary for this position to range between $71,400 - $84,000 depending on level of relevant experience, plus discretionary bonus.

Benefits

  • Education & Experience:
  • Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results.
  • We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
  • We understand that benefits are at the core of employee well-being and may vary depending on individual needs.
  • Learn more about the wide range of benefits we offer at Franklin Templeton
  • Ask your recruiter about benefits in your country.
  • Most benefits vary by location.

Company info

  • Fiduciary Trust International
  • The Story of Fiduciary Trust International
  • Learn More: Explore our company's online presence to learn about our culture and what it's like to work at Fiduciary Trust International -

Equal opportunity

  • Franklin Templeton is an Equal Opportunity Employer.
  • In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for.
  • Please note that only accommodation requests will receive a response.
  • If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com.
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