What are the responsibilities and job description for the Wealth Management Associate position at Financial Recruiters International?
At Financial Recruiters International, we are committed to providing our clients with exceptional service and expertise. To achieve this goal, we are seeking a highly skilled Trust Officer to join our team.
In this role, you will work closely with our clients to develop and implement trust administration strategies that meet their unique needs. You will also be responsible for building and maintaining strong relationships with clients and their families, as well as reviewing and preparing tax documents.
As a Trust Officer, you will have the opportunity to work on a wide range of projects, from trust administration and estate planning to wealth management and financial planning. You will also have access to ongoing training and professional development opportunities to help you advance your career.
To succeed in this role, you will need to have a strong background in trust administration, including experience with tax documents, estate planning, and wealth management. You will also need to possess excellent communication skills and be able to work effectively in a fast-paced environment.
