Trust Specialist

2 weeks ago

Cleveland, Ohio, United States LPL Financial Full time

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you

Excited to learn more? If so, then this could be the role for you

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

We are currently looking to hire a Trust Specialist within The Private Trust Company. This role is responsible for delivering exceptional customer service experiences, including accurate, timely and effective communication and execution of relational and transactional activities among clients and advisors, including high‐net worth accounts, while working as a team supporting a trust officer.

Responsibilities:

· Reading trust documents and other legal documents.

· Participating primarily in general trust administration functions supporting a trust officer.

· Coordinating requests and documentation needs with financial advisors, clients, accountants and attorneys

· Working with officers in reviewing account documentation, administration and

investment policies, cash liquidity needs, historical or prospective changes in client situations or activities

· Preparation of discretionary distribution memoranda

· Collaborating with the Middle Office during account openings;

· Initiating operational functions to close accounts

· Processing deposits and disbursements

· Following up on issues identified during annual account reviews

· Handling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs of those requests

· Focusing on accuracy, organization and details

Other Duties:

· Participating in client meetings as needed

· Preparation of special reports, spreadsheets and correspondence, as needed

· Assist in administering trust settlements and/or more complex trust accounts

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • High school diploma or GED
  • 1+ years of admin experience
  • Ability to come on site 3 days a week (Cleveland, OH)

Preferences:

  • Bachelor's Degree
  • Interest in estate planning, investments, bank compliance and trust regulations such as principal and income accounting
  • Experience with Word, Excel, PowerPoint
  • Ability to articulate issues and solutions in a client relationship environment
  • Project and time management skills preferred
  • Interpersonal and problem‐solving skills
  • Clear verbal and written communication

Pay Range:

$18.58-$27.87/hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offerWhy LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this

We take social responsibility seriously. Learn more here

Want to see info on our benefits? Learn more here

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at

  • Financial Systems Training Specialist

    1 week ago

    Cleveland, Ohio, United States tapwage Full time

    OverviewThe Cleveland, OH office is seeking an experienced Financial Systems Training Specialist to provide hands-on training and development assistance for users on the variety of tools maintained in the Billing/Finance/Accounting areasProducts include:LawTime/Aderant, eBilling sites, Timekeeping, Paperless Prebills, Iridium Dashboards, Iridium Budgeting,...

  • Pediatric Hospitalist

    1 hour ago

    Cleveland, Ohio, United States University Hospitals Full time

    The Pediatric Hospital Medicine Division at UH Rainbow Babies and Children's Hospital is recruiting Pediatric Hospitalist to work in a variety of clinical settings. This is an opportunity to work with a well-established team of physicians providing care from newborns to adolescents across North East Ohio.Opportunity Highlights:Full-time and part-time...

  • Therapeutic Specialist Cleveland West OH

    7 days ago

    Cleveland Heights, Ohio, United States Insmed Incorporated Full time

    Company DescriptionInsmed is a global biopharmaceutical company on a mission to transform the lives of patients living with serious and rare diseases. Our most valuable resource is our employees, and everything we do is motivated by a patients-first mentality. We are dedicated to growing our team with talented individuals from around the world who are...

  • Sr Relationship Manager GCB

    6 days ago

    Cleveland, Ohio, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Adult Medicine Full-Time position in Cleveland, Ohio

    6 days ago

    Cleveland, Ohio, United States Optum Full time

    $10,000 Sign-on Bonus for External CandidatesOptum Home & Community Care, part of the UnitedHealth Group family of businesses, is creating something new in health care. We are uniting industry-leading solutions to build an integrated care model that holistically addresses an individual's physical, mental and social needs – helping patients access and...

  • Certified Peer Support Specialist

    2 weeks ago

    Cleveland, United States OhioMeansJobs|Cleveland-Cuyahoga County Full time

    OhioMeansJobs|Cleveland-Cuyahoga County is sourcing for a Guide-flex for a mental health non-profit in in Garfield Hights . It is free to earn the certificate for a Peer Support Specialist Company is changing the way individuals living with Serious Mental Illness (SMI) get care -- by putting them at the center of everything we do. Our peer led model aims...

  • Call Center Specialist

    7 days ago

    Cleveland, United States COIT Cleaning and Restoration Services Full time

    Job DescriptionJob DescriptionCOIT Cleaning & Restoration Services is looking for a compassionate, detail-oriented individual to join our work family as a Call Center Specialist referred to as CSR. Call Center Specialist Answer incoming calls from customers, collect information and schedule appointments for Cleaning Consultants or Specialists, and provide...

  • Schedule Specialist

    6 days ago

    Cleveland, United States LHC Group Full time

    Summary We are hiring for a Schedule Specialist. At Caretenders, a part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the meaningful connections that come from it: for the whole patient, their families, each other, and the communities we serve-it truly is all about helping people. We strive to offer benefits that reward...

  • Senior Tax Specialist

    2 days ago

    Cleveland, United States Hantz Group Full time

    Job DescriptionJob Description Hantz Group Senior Tax Planning SpecialistHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each...

  • Senior Tax Specialist

    5 days ago

    Cleveland, United States Hantz Group Full time

    Job DescriptionJob Description Hantz Group Senior Tax Planning SpecialistHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each...

  • Divisional Lay Leadership Specialist

    6 days ago

    Cleveland, United States Salvation Army USA Full time

    Overview GENERAL PURPOSE OF JOB: The Divisional Lay Leadership Specialist will provide leadership and direction to the recruiting, training, and encouragement of local officers and other lay leaders in the Division. The Lay Leadership Specialist will be expected to spend time in the field during the week as well as Sundays. He/She will need to become...

  • Financial Systems Training Specialist

    1 week ago

    Cleveland, United States tapwage Full time

    Overview The Cleveland, OH office is seeking an experienced Financial Systems Training Specialist to provide hands-on training and development assistance for users on the variety of tools maintained in the Billing/Finance/Accounting areas. Products include: LawTime/Aderant, eBilling sites, Timekeeping, Paperless Prebills, Iridium Dashboards, Iridium...

  • CSR Specialist

    2 days ago

    Cleveland, United States AirSystems Unlimited Full time

    AirSystems Unlimited, LLC. is searching for a full-time CSR Specialist who can handle customer care tasks and dispatch field technicians in the Chattanooga and Cleveland, TN areas. In this vital role, you will manage incoming phone calls and emails regarding service, maintenance, replacement requests, and scheduling orders. Our field technicians will rely on...

  • CSR Specialist

    6 days ago

    Cleveland, United States AirSystems Unlimited, LLC Full time

    Job DescriptionJob DescriptionAirSystems Unlimited, LLC. is searching for a full-time CSR Specialist who can handle customer care tasks and dispatch field technicians in the Chattanooga and Cleveland, TN areas. In this vital role, you will manage incoming phone calls and emails regarding service, maintenance, replacement requests, and scheduling orders. Our...

  • Restoration Specialist

    2 weeks ago

    Cleveland, United States COIT Cleaning and Restoration Services Full time

    Job DescriptionJob DescriptionCOIT Cleaning & Restoration Services is looking for a compassionate, detail-oriented individual to join our work family as a Restoration Specialists. Restoration Specialists work in homes and business that have been damaged by water, mold, or weather. They extract water, clean or remove carpet, repair structures that have been...

  • Owner Services Specialist

    3 weeks ago

    Cleveland, United States Flexjet Full time

    Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our employees in North America and Europe work to provide Flexjet aircraft Owners with the finest experience in premium private jet travel. Overview: As an Owner Services Specialist, you are...

  • Metro Lexus- Vehicle Delivery Specialist

    6 days ago

    Cleveland, United States Ascent Auto Full time

    Job DescriptionJob DescriptionVEHICLE DELIVERY SPECIALIST - METRO LEXUSAre you passionate about your career and want to work for one of the leaders in the automotive industry. If so, we have an excellent opportunity for you as a Vehicle Delivery Specialist at our Metro Lexus dealership located in Cleveland, Ohio. Metro Lexus was recognized as an Elite of...

  • International Owner Services Specialist

    3 weeks ago

    Cleveland, United States Flexjet Full time

    Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our employees in North America and Europe work to provide Flexjet aircraft Owners with the finest experience in premium private jet travel. As an International Owner Services Specialist, you are...

  • Regional Marketing Specialist

    5 days ago

    Cleveland, United States NVR Full time

    NVR has been helping families build their happily ever after since 1948. As a Top 5 US homebuilder, we're committed to quality and to our customers and we take pride in the nearly 500,000 new homes we have sold and built across the country. Working in the homebuilding industry is tangible and rewarding, but not every job at NVR requires a hard hat. We don't...

  • Payroll Specialist

    1 month ago

    Cleveland, United States Flexjet Full time

    Flexjet, the second-largest private aviation company, is currently seeking qualified candidates to join our Human Resources Department as a Payroll Specialist. This position supports the processing of payroll files and earning statements for ten of our sister companies; as well as providing support to all employees in regard to their payroll records...

  • Payroll Specialist

    3 weeks ago

    Cleveland, United States Flexjet Full time

    Flexjet, the second-largest private aviation company, is currently seeking qualified candidates to join our Human Resources Department as a Payroll Specialist. This position supports the processing of payroll files and earning statements for ten of our sister companies; as well as providing support to all employees in regard to their payroll records...

  • Payroll Specialist

    1 month ago

    Cleveland, United States Flexjet Full time

    Flexjet, the second-largest private aviation company, is currently seeking qualified candidates to join our Human Resources Department as a Payroll Specialist. This position supports the processing of payroll files and earning statements for ten of our sister companies; as well as providing support to all employees in regard to their payroll records...

  • HVAC / Air Duct Cleaning Specialists

    2 weeks ago

    Cleveland, United States COIT Cleaning and Restoration Services Full time

    Job DescriptionJob DescriptionCOIT Cleaning & Restoration Services is looking for a compassionate, detail-oriented individual to join our work family as a HVAC / Air Duct Cleaning Specialists. HVAC / Air Duct cleaning specialists work in residents' homes and businesses cleaning various HVAC systems by removing dirt, slime, mold, debris and other...

  • Client Specialist

    15 hours ago

    Cleveland, United States AirSystems Unlimited, LLC Full time

    Job DescriptionJob DescriptionAirSystems Unlimited, LLC. providing service to the Chattanooga and Cleveland, TN areas is seeking a full-time Client Specialist - Customer Service Representative with integrity and a great attitude to keep our HVAC business flowing! As a Client Specialist - Customer Service Representative, our customer care team will rely on...

  • COSA 21st Century Learning Specialist

    1 month ago

    Cleveland, United States Open Doors Academy Full time

    Job DescriptionJob Description COSA 21st Century Community Learning Center Specialist - Independent ContractSEEKING OHIO APPLICANTS!!!!CONTRACT SUMMARYWith the support of the Director of COSA the COSA 21st CCLC Specialist will be responsible for building the capacity of assigned organizations (grantees) who participate in the Ohio Department of...