What are the responsibilities and job description for the Financial Administrator Position position at Financial Recruiters International?
We are seeking an experienced Trust Officer to join our team at Financial Recruiters International. This is a fantastic opportunity for a professional with expertise in trust administration, relationship development, and financial services.
Our ideal candidate will have a strong background in trust administration, including experience with tax documents, estate planning, and wealth management. They will also possess excellent communication skills, allowing them to build strong relationships with clients and their families.
The successful applicant will be responsible for a variety of tasks, including reviewing and preparing tax documents, developing and maintaining relationships with clients, and providing administrative support as needed.
To succeed in this role, you will need to have a JD or CTFA designation, although all qualified candidates will be considered. If you are a motivated and organized individual with a passion for trust administration, we encourage you to apply.
