What are the responsibilities and job description for the Trusted Client Advisor position at Trivergent Trust Company?
We are looking for a skilled Client Service Specialist to join our team at Trivergent Trust Company. As a trusted advisor, you will be responsible for providing exceptional client service, processing client account transactions, and maintaining financial reports and schedules.
Key Responsibilities:
- Process client account transactions and monitor cash balances
- Maintain financial reports, schedules, and account reconciliations
- Assist in preparing materials and reports for client meetings
Required Skills and Qualifications:
- Associate degree required, bachelor's degree preferred
- Basic knowledge of wealth management concepts
- Strong knowledge of Microsoft Office products
- Experience in client service and transaction processing
What We Offer:
As a valued member of our team, you will have opportunities for career growth and development in a supportive and collaborative work environment. Our team is committed to excellence and strives to make a positive impact on the lives of our clients.
