Job Description

Join to apply for the Trust Officer Assistant - Darwin Trust role at F.L.Putnam Investment Management Company .

Darwin Trust Company is looking for a Trust Officer Assistant to support Trust Officers in managing trust accounts. The role involves administrative duties, client communication, and relationship management. The ideal candidate should aspire to grow into an Associate Trust Officer or Trust Officer role.

Responsibilities

• Perform account administration and customer service tasks, including new/closed accounts, asset collection, estate settlement, real estate, and personal property, adhering to laws and policies.
• Develop and maintain client relationships internally and externally.
• Support Trust Officers in accepting client instructions and responding to inquiries.
• Manage documentation, including establishing and maintaining account files and electronic indexing.
• Assist with account reviews, disbursement requests, tax filings, estate administration, and regulatory audits.
• Handle administrative tasks like answering phones, filing, and document preparation.
• Participate in new account activities, including account openings and compliance.
• Prepare account review packets and assist with handling special assets.
• Perform other duties as assigned.

Requirements

• Bachelor's degree or equivalent work experience.
• 1-3 years of experience in trust administration or financial services preferred.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Investment Management

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