precise process.
handpicked talent.

Trust Associate

Reference Number: HRJ5794
Location: Cincinnati, Ohio

The Judson Group has partnered with a respected wealth management firm with $8B AUM in the search for a Trust Associate. The Trust Associate will be supporting the Senior Trust Officer with the daily administration of HNW fiduciary accounts and provide high-touch client service.

Responsibilities:

• Provide high-tough client service to HNW clients, gathering information and documents as needed.

• Collaboratively work with Portfolio Managers to deliver high quality client service.

• Assist in trust account administration and implement recommendations.

• Assist in annual trust account reviews and trust audits.

• Identify and resolve issues that may arise during account administration.

• Gather and prepare materials needed for reviews, audits, meetings, and presentations.

Requirements:

• 2+ years of personal trust administration experience preferred.

• Experience reading and interpreting trust/estate documents.

• Bachelor’s degree; advanced degree desirable. CTFA designation highly preferred.

• Desired traits include attention to detail, accountability, adaptability, and demonstrates effective interpersonal and communication skills.

Compensation: Commensurate based on experience.

Location: Cincinnati, Ohio

Ready to take the next step in your career?  Email your resume in MS Word format to solutions@judson-group.com. A search consultant will follow up with you to learn more about your skill set if your skills and experience are determined to be a fit for this opportunity.