Trust Services Associate chez Clearstead Advisors LLC

Description

We are seeking a Trust Services Associate within the Operations Team at Clearstead Trust, LLC. The Trust Services Associate will support the Trust Operations team by handling a broad range of administrative and client service tasks with a focus on Trust-related accounts. The role requires direct client communication, attention to detail, and collaboration with trust officers and senior leadership.

This position offers limited work from home flexibility.

In this position you will: 

• Coordinate account transactions such as opening and closing brokerage accounts, transferring assets, money movement, charitable gifting, trust distributions, reconciliations, and general account administration
• Communicates directly with clients to research and solve client issues
• Prepare monthly reports for the Trust Administrative Committee
• Assists in the scheduling of client meetings, and the coordination and finalization of client meeting materials
• Maintain prospect and client information in the CRM (Client Relationship Management) software
• Coordinates tax return process with client, internal tax department and outside service provider
• Performs annual regulatory account reviews
• Acts as back-up to other administrative functions in the company
• Assists in office organization, filing, scanning documents to the client directory and electronic file creation
• Serve as backup to Office Administrator to professionally answer all incoming calls and directs to the appropriate employee
• Completes other duties as assigned

Requirements

The successful candidate will have:

• 3-5 years of relevant professional experience
• Associate’s degree in business or related field required
• Undergraduate degree in business, finance, accounting, or related field a plus
• Knowledge of Trust-related operational procedures 
• Strong written and verbal communication skills
• Highly organized with a strong focus on process discipline and efficiency
• Comfort with and at least moderate proficiency in Excel, including use of spreadsheet formulas and functionality
• Experience with Trust Accounting software and/or Fidelity platform is a plus.
• Ability to prioritize work to meet deadlines
• Excellent interpersonal skills and teamwork minded
• Flexible to changing priorities

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. 

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization.
• The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging.
• An opportunity to work with high-profile private clients and institutions across the country.
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead Trust… providing the highest standards of fiduciary oversight, investment management advice, and trust services in a secure and enduring manner. 

In collaboration with our parent company, Clearstead Advisors, Clearstead Trust maintains a due diligence process whose purpose is to identify high-quality investments that meet our thoughtfully determined growth targets and safety standards in an objective manner. We then combine these carefully selected investment opportunities with our high-quality fiduciary and planning services.

Simply put, Clearstead Trust wants to be positioned to look out for our clients’ best interest at every turn in the road.