Trust Specialist | Indianapolis, Indiana

Reference Number: HRJ2121
Location: Indianapolis, Indiana

Judson Group has partnered with a privately held wealth management firm in the search for a Trust Specialist focused on administration of all trusts. The Trust Specialist will be supporting the fiduciary officers with the daily administration of HNW fiduciary accounts and provide high-touch client service.

Responsibilities:

  • Provide high-tough client service to HNW clients, gathering information and documents as needed.
  • Collaboratively work with fiduciary officers to coordinate daily client activity and oversee transaction processing.
  • Assist in trust account administration and implement recommendations.
  • Assist in annual trust account reviews and trust audits.
  • Identify and resolve issues that may arise during account administration.
  • Gather and prepare materials needed for reviews, audits, meetings, and presentations.
  • Assist with tax preparation, signatures, and processing of payments.

Requirements:

  • 2+ years of trust administration experience preferred.
  • Experience reading and interpreting trust/estate documents.
  • Bachelor’s degree; advanced degree desirable. CTFA designation highly preferred.
  • Desired traits include attention to detail, accountability, adaptability, and demonstrates effective interpersonal and communication skills.

Compensation: Commensurate based on experience.

Location: Indianapolis, Indiana

Reference Number: HRJ2121

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