Fiduciary Officer I

1 month ago


West Chester, Pennsylvania, United States Cypress HCM Full time

h3JobDescription/h3pCypressHCMseeksahighlyskilledFiduciaryOfficerItojoinourteam.Thesuccessfulcandidatewillberesponsiblefortheefficientadministrationoftrustaccountsforourwealthmanagementclients./ph4KeyResponsibilities:/h4ulliMonitorandcontrolriskinallaspectsoftrustandaccountadministration./liliProvideexpertadviceonestateplanningandtrustadministration./liliDeliverhigh-levelcustomerservicetoclients,attorneys,andbeneficiaries./liliCollaboratewithFiduciaryOfficersandWealthManagementCoordinatorstohandlenewaccountsetup,accountclosing,transfers,taxreporting,gifting,billpay,andallrelatedaccountadministrationtasks./li/ulh4Requirements:/h4ulliBachelor'sdegreerequired./lili5+yearsofrelevantexperienceinfiduciary,personaltrust,ortrustadministration./liliCTFAorJDstronglypreferred./liliBroadknowledgeofinvestments,tax,legal,andbankoperations./liliCurrentknowledgeoffiduciarystandards,principles,andapplicablelaws./liliProficiencyinWord,Excel,andOutlook./liliStrongcommunication,organization,andattentiontodetail./li/ulp***Compensation:$100K-$125K(Compensationcanvarydependingonexperience)/p


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