Administrative Assistant – Wealth Management

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Fiduciary Trust International is seeking a motivated Administrative Assistant (AA) to join our New York City office located in Midtown at One Madison Avenue. This is a hybrid position (three days in the office).

Key Responsibilities

• Support our Portfolio Managers, Relationship Managers, and Trust Officers on a wide range of administrative duties such as meeting coordination, client correspondence, expense reports, etc.
• Assist in the development of prospect and client presentation books and distribution of quarterly mailings
• Assemble customized PowerPoint presentations for use in client meetings, etc.
• Comfortable handling large amounts of data and helping create and print client presentations
• Provide superior customer service to visitors and clients while maintaining the highest level of professionalism. Process client transactions (monetary distributions)
• Maintain and update client data; initiate processing of wire transfers, recurring remittances, discretionary principal payments
• Ensure supporting documentation has been received and is imaged
• Track, monitor and submit reports generated from various internal systems
• Coordinate food/refreshments from local vendors and set up for client visits/events
  
  

Ideal Qualifications

• Bachelor’s degree or equivalent experience
• Microsoft Office skills (Word, Excel, PowerPoint)
• Ability to provide superior customer service to internal employees and external clients with the highest level of professionalism
• Solid organizational skills, detail-oriented with the ability to multi-task and meet deadlines
• Ability to maintain confidentiality and exercise independent judgment consistent with department guidelines
• Ability to work well under pressure and adapt to unexpected circumstances, in a team-oriented environment
• Experience working within the investment banking/private banking/high net worth industries a plus but not required
• Comfortable working with data and numbers; must be analytical in nature
• Basic knowledge of finance/investments (stock, equities, bonds, fixed income), as our Portfolio Managers work with all asset classes
• Desire to work within the Trust (banking) space and/or investment management preferred
  
  

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $59k - $65k per year plus bonus opportunity.

Learn More About FTI By Clicking This Link

• The Story of Fiduciary Trust International
  
  

#Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

• Most benefits vary by location. Ask your recruiter about benefits in your country.
  
  

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.