Jr. Staff - Trust & Estate*
Founded in 1853, US Trust Company is a leading financial institution providing investment management, trust and banking services to individuals, corporations, foundations, and endowment funds throughout the country.
US Trust is the oldest corporate fiduciary in the United States, and is among the few investment firms of its size and long history to have grown steadily.
Headquartered in New York City, US Trust is among the largest managers of personal wealth in the United States and one of the premier institutions in the private banking market.
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This position will be responsible for providing superior client administrative support to Family/Wealth Management Clients Job Description/Responsibilities Specifically, you will be responsible for the following: * Data entry of client information * Providing effective cash management services for client accounts * Opening and closing accounts * Coordinating receipt and delivery of client securities * Providing trading services for client purchases and sales * Processing cash transactions and mutual fund postings * Handling check and wire transfers for clients * Responding to routine inquiries from clients * Work with internal operations to resolve problems * Preparing specialized client reports Requirements * Minimum two years of Trust & Estate experience * Some knowledge of securities industry, trading functions, and general banking * Demonstrated ability to interface with high net worth clients, their attorneys, accountants and investment advisors * Strong oral and written communication skills * Detail oriented * Excellent organizational skills * Demonstrated ability to multi-task and work in an area with frequently shifting demands * Strong quantitative and analytical skills - able to interpret and report numbers * Strong client-focus * Facility with Word, and Excel.
* Committed team player - highly motivated self starter who is always willing to jump in and help out US Trust is firmly committed to a policy affording equal employment opportunity to every employee and job applicant in a manner wholly consistent with federal, state, and city laws, and without regard to race, color, religion, religious affiliation, sex, sexual preference, national origin, marital status, disability or age. Requirements: Relocation Offered? No Work Schedule Days Languages English - written, English - spoken Current Licenses / Certifications None Relevant Work Experience Administrative Support-2-5 yrs Position Located In DE - Wilmington Education BA/BS Job Type Full Time
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