Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for highnetworth and ultra highnetworth individuals and families family offices endowments foundations and institutions. Unlike other firms our investment managers tax and estate planning professionals work together to develop holistic strategies to optimize clients portfolios while mitigating the impact of taxes on their wealth. As a fiduciary the guidance we provide is always in the best interests of our clients without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton a diversified firm that spans asset management wealth management and fintech giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents youll get exposed to different cultures people and business development happening around the world.

Fiduciary Trust International is seeking a motivated Administrative Assistant (AA) to join our New York City office located in Midtown at One Madison Avenue. This is a hybrid position (three days in the office).

Key Responsibilities:

• Support our Portfolio Managers Relationship Managers and Trust Officers on a wide range of administrative duties such as meeting coordination client correspondence expense reports etc.

• Assist in the development of prospect and client presentation books and distribution of quarterly mailings

• Assemble customized PowerPoint presentations for use in client meetings etc.

• Comfortable handling large amounts of data and helping create and print client presentations

• Provide superior customer service to visitors and clients while maintaining the highest level of professionalism. Process client transactions (monetary distributions)

• Maintain and update client data; initiate processing of wire transfers recurring remittances discretionary principal payments

• Ensure supporting documentation has been received and is imaged

• Track monitor and submit reports generated from various internal systems

• Coordinate food/refreshments from local vendors and set up for client visits/events

Ideal Qualifications:

• Bachelors degree or equivalent experience

• Microsoft Office skills (Word Excel PowerPoint)

• Ability to provide superior customer service to internal employees and external clients with the highest level of professionalism

• Solid organizational skills detailoriented with the ability to multitask and meet deadlines

• Ability to maintain confidentiality and exercise independent judgment consistent with department guidelines

• Ability to work well under pressure and adapt to unexpected circumstances in a teamoriented environment

• Experience working within the investment banking/private banking/high net worth industries a plus but not required

• Comfortable working with data and numbers; must be analytical in nature

• Basic knowledge of finance/investments (stock equities bonds fixed income) as our Portfolio Managers work with all asset classes

• Desire to work within the Trust (banking) space and/or investment management preferred

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and nonmonetarydesigned to support the whole person and to recognize their time talents and results. Along with base compensation other compensation is offered such as a discretionary bonus 401k plan health insurance and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location jobrelated knowledge skills and experience. At Franklin Templeton we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $59k $65k per year plus bonus opportunity.

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