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Trust Associate
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Full-time
- Trust Associate Overview Central Trust Company provides world class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest.
- We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.
- As an Account Associate, you will work directly with the Wealth & Trust Advisor in managing client relationships, building efficiency within existing operations, and providing top-tier client service.
- To be successful in this role, you will need to be an active listener, effective communicator, people-focused, team-oriented, self-starter, and detail oriented.
- Daily duties include administrative support: monitoring and scheduling client review meetings, preparing essential paperwork for client transactions, processing client requests, account research to solve problems, facilitate and following through with actionable solutions.
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