Fiduciary Advisor

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Job Type
Direct Hire
May 09, 2019
Job ID
Established and growing multi-family office seeks dynamic client facing professional with strong trust background to work closely with existing client base as first level contact regarding all fiduciary and wealth management issues.
As a Fiduciary Advisor, you will:
  • Work closely with existing client base of families and HNW individuals(20-200mm+)
  • Maintain extensive contact with clients regarding trust, wealth management, and philanthropic matters
  • Review documents, provide administration of trust accounts and liaise with outside client counsel and family office representatives
  • Coordinate with internal subject matter experts regarding investments and other wealth management areas in addition to working closely with clients’ outside advisors
  • Help to expand client base via client referrals and developing strong network of COI’s

The Firm:
  • Has an excellent office atmosphere and team; strong commitment to client service and fostering an environment for personal and professional career growth

  • 5+ years trust administration background, strong client service experience and the ability to develop and grow relationships
  • Advanced degree and/or CTFA preferred

Several opportunities available due to growth including trust admin, client service and VP level. Compensation ranges from 70-300K+ package, depending on level and experience