Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
We are looking for someone with smarts, attention to detail, a can do attitude and a strong interest in professional growth to join and grow with our growing company.
Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.
We are the number one rated Self Directed IRA Custodian in the country largely due to the superb client support and direction we provide.
We are seeking a Operations Associate to join - and grow with - our Self Directed IRA client support team. You will ensure a smooth process for our clients and provide white glove client support. You will garner exposure to the operational, compliance and customer support functions of a growing financial services firm.
Responsibilities
Requirements
Job Type: Full-time
Pay: $42,000.00 - $54,000.00 per year
Benefits:
Schedule:
Work Location: Multiple locations