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Trust Administrator

4 months ago

San Diego, California, United States Randstad USA Full time
One of our primary financial clients is seeking a dynamic and experienced individual to join their team as a Fiduciary and Investment Management Administrator. This role will be responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. The ideal candidate will possess an understanding of fiduciary responsibilities, investment management principles, and regulatory compliance standards. Consider applying today for a chance to interview

salary: $43.6 - $43.61 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities
  • Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts
  • May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.)
  • Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts
  • Administers accounts in a manner which ensures compliance with the governing documents, state statutes and policies and procedures
  • Responsible for meeting all corporate and regulatory compliance standards
  • Perform due diligence to determine client contact information or lack thereof. Upon determining path of fund remittance, prepare appropriate documentation for client communication or escheatment and send monies to the appropriate endpoint.

    Skills
  • Trust & Estate
  • Sei Trust 2000
  • Trust & Securities Accounting
  • Financial Statements
  • Trust & Estate Tax
  • Compliance
  • Administration
  • Banking Operations
  • Accounting (2 years of experience is required)
    Qualifications
  • Years of experience: 4 years
  • Experience level: Experienced
    Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

    Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

    At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact

    Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

    Applications accepted on ongoing basis until filled.

    Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

    We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.