Wealth Fiduciary Assistant - Family Office

Johnson Financial Group•Racine, WI

39d

About The Position

The Wealth Fiduciary Assistant - Family Office's primary responsibility is to provide comprehensive support for certain complex ultra-high net worth family relationships. This role will be responsible for delivering a high degree of business professionalism that will enhance the client experience.

Requirements

Bachelor’s degree with minimum 2 years experience in the financial services industry and/or Wealth services. Work experience may be considered in lieu of education.
Excellent oral and written communication skills; proven organizational, analytical and follow up skills.
Proficient with MS Office Suite of products, trust accounting systems and bank operating systems.
Investment custody and/or Trust accounting system knowledge highly desired.
Experienced WM Assistants will have working knowledge of specific software (i.e. Financial Planning software, Trading Calculators, etc.)

Responsibilities

Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Administrators throughout processes of client implementation, maintenance, and communication.
Thorough knowledge of core Wealth and Bank operating platforms specific to Fiduciary services.
Responsible for accurately opening and closing of accounts within Wealth operating systems; including initiating and tracking status of deposits as well as cash and asset transfers to/from accounts.
Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to work independently.
Fiduciary responsibilities include but are not limited to: understanding and assisting with Will File, Vault and procedures, Estate valuations, insurance claim processing, probate and other post death processes, and insurance trusts monitoring.
Responsible for review, disbursement, and updating of required reports (outlier reports, account synoptic, direct to hold letters, investment policy statement updates, etc.).
Process various client requests including but not limited to; wire transactions, funds transfers, and requests for distributions.
Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Maintain client files to meet industry standards and compliance requirements.
Accurately and timely prepare correspondence, reminders/ticklers, performance reports, documents, adhoc reports, proposals and other administrative functions.
Proactively schedule client appointments and meetings, acts as the key liaison for organizing and managing client events.
Coordination of meetings, calendar management, answering phones, filing, and processing of mail.