Client Service Associate – Trust Administrator

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver initial client support.

• Manage all client account documentation.

• Oversee cash distributions (wires/checks/ACHs).

• Administer bill pay operations, callbacks, and payment processing.

• Handle internal and external asset/account transfer paperwork.

• Facilitate charitable contributions and draft related correspondence.

• Update and maintain the Tamarac CRM and Fidelity platforms (e.g., address modifications).

• Support the delivery of tax documents (e.g., 1099s, K-1s).

• Provide basic assistance with the client portal (e.g., password resets, document uploads).

• Organize meetings (primarily external meetings with multiple trustees, CPAs, and attorneys).

• Participate in both external and internal team projects.

• Offer additional backup/support for other Client Service Associates.

• Execute other tasks as assigned for the smooth operation of the Department.

• Aid in account setup and ongoing account maintenance, including managing a tickler program.

• Assist with trust onboarding, divisions, age attainments, modifications, and terminations, including preparing trust interest summaries, accountings, and receipts and releases.

• Prepare and manage beneficiary notices and Crummey notices in accordance with trust requirements.

• Conduct ongoing trust administration maintenance, including recording updates and tracking requirements.

• Provide assistance with 1041 tax reporting, including collaboration with internal Tax teams.

• Help with cash management related to trust accounts.

• Support a total return administration process.

• Maintain and update OneSource and other trust accounting/reporting systems.

• Collaborate closely with Trust, Tax, and Operations teams to ensure timely and accurate execution of trust-related tasks.

• Assist in preparing materials for regular committee meetings.

• Offer administrative support to the Legal and Fiduciary Services Departments.

⛳️ Requirements

• A Bachelor’s degree is preferred.

• At least 3 years of experience in an administrative or client service role within financial services, trust administration, or a similar industry.

• Strongly preferred experience in trust operations or fiduciary services.

• Proficient with computers and possess above-average knowledge of MS Word, Excel, PowerPoint, Outlook, and SharePoint.

• Desirable experience with financial services platforms, CRM systems, and trust accounting systems (e.g., OneSource).

🏝️ Benefits

• Client Service & Operations: Deliver initial client support. Manage all client account documentation. Oversee cash distributions (wires/checks/ACHs). Administer bill pay operations, callbacks, and payment processing. Handle internal and external asset/account transfer paperwork. Facilitate charitable contributions and draft related correspondence. Update and maintain the Tamarac CRM and Fidelity platforms (e.g., address modifications). Support the delivery of tax documents (e.g., 1099s, K-1s). Provide basic assistance with the client portal (e.g., password resets, document uploads). Organize meetings (primarily external meetings with multiple trustees, CPAs, and attorneys). Participate in both external and internal team projects. Offer additional backup/support for other Client Service Associates. Execute other tasks as assigned for the smooth operation of the Department.

• Trust Administration Support: Aid in account setup and ongoing account maintenance, including managing a tickler program. Support administration for trust onboarding, divisions, age attainments, modifications, and terminations, including preparing trust interest summaries, accountings, and receipts and releases. Prepare and manage beneficiary notices and Crummey notices in accordance with trust requirements. Conduct ongoing trust administration maintenance, including recording updates and tracking requirements. Provide assistance with 1041 tax reporting, including collaboration with internal Tax teams. Help with cash management related to trust accounts. Support a total return administration process. Maintain and update OneSource and other trust accounting/reporting systems. Collaborate closely with Trust, Tax, and Operations teams to ensure timely and accurate execution of trust-related tasks. Assist in preparing materials for regular committee meetings. Offer administrative support to the Legal and Fiduciary Services Departments.