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Associate Client Advisor
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$100,000 a year
Full-time
- The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody.
- Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
- In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.
- Attend continuing education courses on trust administration.
- Basic knowledge of trust administration and fiduciary services.
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