What are the responsibilities and job description for the Executive Assistant Role position at Financial Recruiters International?
We are seeking a highly skilled Trust Officer to join our team at Financial Recruiters International. As a trusted advisor to our clients, you will play a key role in developing and implementing trust administration strategies that meet their unique needs.
In this role, you will work closely with our clients to review and prepare tax documents, develop and maintain relationships with clients and their families, and provide administrative support as needed. You will also have the opportunity to work on a wide range of projects, from trust administration and estate planning to wealth management and financial planning.
To succeed in this role, you will need to have a JD or CTFA designation, although all qualified candidates will be considered. You will also need to possess excellent communication skills and be able to work effectively in a fast-paced environment.
If you are a motivated and organized individual with a passion for trust administration, we encourage you to apply for this exciting opportunity.
