Fiduciary Professional

3 days ago

Sarasota, Florida, United States Management Recruiters International Full time

Our client is seeking a skilled fiduciary professional to administer trusts, manage client relationships, and provide exceptional service. The ideal candidate will possess strong communication skills, a collaborative approach, and a commitment to delivering high-quality results.

Key responsibilities include:

  • Administering trusts and managing client relationships
  • Providing exceptional service and support to clients
  • Collaborating with internal teams to achieve business objectives
  • Developing and maintaining strong relationships with clients and stakeholders

Preferred qualifications include a JD or relevant industry designations such as CTFA, CFP, ATFA, CIMA, or AIF. If you are a motivated and detail-oriented professional looking to make a meaningful impact, please submit your resume for consideration.

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