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Personal Trust Administrator | The Capital Group Companies | Reno, NV
We're The Capital Group Companies, a 75-year-old investment
management organization that is home to the American Funds, one of the
three largest mutual fund families in the United States. We're
individuals from around the globe with unique personal and professional experiences.
We share a desire to do meaninful work alongside bright, engaged people.
We offer excellent salaries, great benefits from your first day on the
job and a healthy respect for a work/life balance.
In response to continued client account growth we are adding an
experienced Personal Trust Administrator to our Reno-based Personal
Investment Management team.
The Trust Administrator will work closely with Investment Counselors to
service their trust and agency accounts. A key focus for comprehensive
account management includes the review of trust and other legal
documents to monitor and carry out all requirements. The Trust Administrator must
possess strong verbal and written abilities, since they will communicate
directly with clients and their advisors. The Trust Administrator may
also participate in meetings with clients and their advisors. The
successful candidate must also be collaborative and team oriented in
order to work effectively with our associates in a wide range of locations and
departments. The Trust Administrator will set up and manage accounts
using Global Plus. Responsibilities also include supervising support staff
which involves assisting in their training and development.
Hiring Criteria:
- Bachelor's degree preferred
- Minimum of 5 years recent experience as a Trust/Estate Administrator
- Strong knowledge of trust operations and securities movements
- Knowledge of fiduciary and probate law, and administration of trusts
- Strong organizational skills and ability to prioritize
- Ability to work with multiple individuals in a team environment
- Excellent communication skills, both verbal and written
- Committed to providing a high level of client service
- Complex problem-solving skills and ability to juggle multiple
priorities essential
- Work well under pressure to meet deadlines while maintaining a high level of accuracy
- Knowledge of Word, Excel and Lotus Notes
- Knowledge of Global Plus or other similar trust accounting systems desired, but not required
- Knowledge of bank or trust operations is a plus
- CTFA certification helpful
More information, visit our web site:
http://www.capgroup.com/
To apply, visit our web site:
https://sjobs.brassring.com/en/asp/tg/cim_jobdetail.asp?jobId=105587&type=search&JobReqLang=1&recordstart=1&JobSiteId=5018&JobSiteInfo=105587_5018&GQId=0
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