Trust Associate

People are our business. Our clients’ families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Our firm provides comprehensive investment and financial planning services to high-net-worth individuals and families. We are seeking a detail-oriented Trust Associate to join our team.

Job Summary:

The Trust Associate will manage ongoing trusts for beneficiaries and estate settlement following the passing of clients. This position will oversee the complex and unique needs of the beneficiaries and decedents’ trusts.

Responsibilities:

· Prepare essential documents to open, close, transfer, and maintain accounts.

· Maintain appropriate and continuous trust accountings.

· Prepare communications for and participating in Trust Acceptance Committee meetings.

· Review and analyze trust documents, amendments, and restatements.

· Aid in regulatory compliance by completing necessary Regulation 9 reviews, ensuring all documentation is accurate and compliant.

· Maintain communication with clients and beneficiaries. Facilitate estate and client transactions, including bill payments, ACH/Wire transfers, and cash disbursements.

· Communicate with outside attorneys, banks, government entities, and other third parties to maintain legal compliance and move assets when required.

· Document and complete the estate settlement checklist for relevant estates.

· Create, enhance, and expand client and beneficiary relationships.

· Travel to real estate locations, banks, and government entities for trust administration when required.

· Work with team members to create and implement new trust policies, processes, and procedures to help continue the ongoing growth of the department.

· Other duties as assigned.

Required Skills/Abilities:

· Prior experience involving trusts in any field (accounting, legal, wealth management).

· Proficient in Microsoft Office Suite.

· Excellent verbal and written communication skills.

· Strong analytical skills.

· Excellent organizational skills.

· Able to perform successfully under time constraints.

Education and Experience:

· Bachelor’s degree.

· Experience in financial services and/or customer service.

Why Tri-Star?

• We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special.
• We act in good faith and hold ourselves to a higher fiduciary standard.
• We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform our communities.
• Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
• We currently serve over 1,100 relationships and manage over $1.8 billion in client assets while maintaining 99% client retention.
• Please visit our website at www.tristartrust.com to learn more.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Are you willing to undergo a background check, in accordance with local law/regulations?

Education:

• Bachelor's (Required)

Experience:

• Trust Administration: 1 year (Preferred)

Work Location: In person