Senior Trust Fiduciary Specialist

23 hours ago


Farmington, Michigan, United States Kelly Services Full time
Job Opportunity

We're seeking a highly skilled Senior Trust Fiduciary Analyst to join our team at Kelly Services. As a trusted partner to our financial clients, you'll play a critical role in delivering exceptional service and expertise.

Key Responsibilities:

  • Collaborate with our client's Private Wealth, Advisor Solutions, and Estate Settlement Trust Advisors to open and fund trust accounts.
  • Update the trust accounting platform and generate client paperwork.
  • Facilitate pre-acceptance account reviews and complete account funding requirements.
  • Work with outside investment managers to open partner accounts and track asset movement until the account is funded.
  • Maintain libraries that catalogue partner paperwork and financial institutions from whom assets can be received.

Requirements:

  • Bachelor's degree
  • 3 years of experience in Trust Administration, Trust Onboarding, and asset movement.
  • Possess knowledge of regulatory requirements for a corporate fiduciary.
  • Have 5 years of experience utilizing Microsoft Word and Excel.
  • Have at least 1 year of experience utilizing Microsoft Access.
  • Have experience in Institutional Trust Account Administration/Opening.

About Kelly Services:

We're a leading recruitment agency with a deep understanding of the markets we serve. Our recruiters are experts in their fields, providing personalized attention and access to opportunities that others may miss. If you're looking for a career that offers challenge, growth, and rewards, join our team at Kelly Services.



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