Administrative Assistant (Trust Administration)

Franklin Templeton • Coral Gables, FL

3h • $60,000 - $70,000 • Onsite

About The Position

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. 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. Administrative Assistant (Trust Administration) Fiduciary Trust International is seeking a motivated Administrative Assistant to join our Miami office located at 2 Alhambra Plaza (Coral Gables). How You Will Add Value Core Responsibilities: You will support Trust Administration with administrative duties, meeting coordination, correspondence, and client bill payments You will provide superior customer service to visitors and clients while maintaining professionalism You will maintain client data, set up online access, and assist with document requests You will initiate check deposits, wire transfers, recurring remittances, discretionary payments You will process charitable donations, research charities, and prepare acknowledgement letters You will ensure supporting documentation is received, imaged, tracked, and reported You will assemble presentation books, PowerPoint presentations, cash flow reports, and manage Trust mail What Will Help You Be Successful in This Role Experience, Education & Certifications: Bachelor’s degree from a four-year college/university or equivalent experience Experience working within the investment banking / private baking / high net worth industries a plus Skills: Ability to provide superior customer service to internal employees and external clients with the highest level of professionalism Solid organizational skills, detail-oriented with the ability to multi-task and meet deadlines Ability to maintain confidentiality and exercise independent judgment consistent with department guidelines Ability to work well under pressure and adapt to unexpected circumstances, in a team-oriented environment Microsoft Office skills (Word, Excel, PowerPoint) Ability to work on-site at our Coral Gables office location Learn More : Click below to learn more about Fiduciary Trust International – Fiduciary Trust International The Story of Fiduciary Trust International Compensation : 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. Along with base compensation, employees are eligible for an annual discretionary bonus (delete as appropriate), a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $60,000 - $70,000, depending on location and level of relevant experience, plus discretionary bonus. #LI-US #hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. 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. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 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 [email protected] . 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. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Requirements

• Bachelor’s degree from a four-year college/university or equivalent experience
• Ability to provide superior customer service to internal employees and external clients with the highest level of professionalism
• Solid organizational skills, detail-oriented with the ability to multi-task and meet deadlines
• Ability to maintain confidentiality and exercise independent judgment consistent with department guidelines
• Ability to work well under pressure and adapt to unexpected circumstances, in a team-oriented environment
• Microsoft Office skills (Word, Excel, PowerPoint)
• Ability to work on-site at our Coral Gables office location

Nice To Haves

• Experience working within the investment banking / private baking / high net worth industries a plus

Responsibilities

• You will support Trust Administration with administrative duties, meeting coordination, correspondence, and client bill payments
• You will provide superior customer service to visitors and clients while maintaining professionalism
• You will maintain client data, set up online access, and assist with document requests
• You will initiate check deposits, wire transfers, recurring remittances, discretionary payments
• You will process charitable donations, research charities, and prepare acknowledgement letters
• You will ensure supporting documentation is received, imaged, tracked, and reported
• You will assemble presentation books, PowerPoint presentations, cash flow reports, and manage Trust mail

Benefits

• 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.
• Along with base compensation, employees are eligible for an annual discretionary bonus (delete as appropriate), a 401(k) plan with a generous match, and recognition rewards.
• We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level