Trust Coordinator

MAI Wealth Management, Inc.•Los Angeles, CA

44d

About The Position

The Trust Coordinator is responsible for providing administration support for team members on client management and service issues including coordinating account documentation, ensuring trust applications are complete, tracking pending new and existing accounts and communicating with trust officers for any pending items. In addition to supporting the Trust practice, this role will also provide Executive Administrative support to two firm Executives.

Requirements

Preferred 3 - 5 years' experience in an administrative support capacity
Works well independently and as part of a team
Ability to handle multiple competing priorities and organize tasks effectively
Strong interpersonal, communication (written and oral), organizational and analytical skills are essential
Ability to work independently and collaboratively
Interface with trust accounting system, workflow processes and trust operations
Excellent computer skills; proficiency with Microsoft Word and Excel

Responsibilities

Coordinate account documentation to ensure complete trust packages are sent to the trust company for approval
Identify/resolve daily account/administrative issues
Act as a liaison between clients, trust officers, operation staff and Advisory and Family Office staff
Ensure total document and data integrity
Generate customer documents and agreements, as directed
Help with special projects, as needed
Provide executive administrative support including meeting, travel and correspondence