Fiduciary Services Specialist
Fiduciary Services Specialist
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Job Description
As a Remote Fiduciary Services Specialist you will provide support in the administration of fiduciary accounts including trusts estates investment portfolios and other wealth management structures. Your role will involve ensuring compliance with fiduciary standards client agreements and legal/regulatory requirements while delivering high-quality service to clients beneficiaries legal representatives and internal stakeholders.
Youll help manage account lifecycles from onboarding and documentation to asset distribution while maintaining the highest levels of accuracy confidentiality and ethical standards. This position is ideal for a detail-oriented client-focused professional with a background in trust operations estate administration or fiduciary compliance.
Key Responsibilities:
Support daily administration of personal trusts investment accounts IRAs estates and agency accounts in compliance with fiduciary standards
Review and maintain account documentation including trust agreements wills letters of instruction and regulatory disclosures
Coordinate onboarding of new fiduciary clients and ensure proper setup in trust accounting systems
Assist in distributions cash management bill payment account closures and investment transactions
Respond to inquiries from clients beneficiaries attorneys CPAs and internal teams in a timely professional manner
Track and help implement required regulatory filings tax reporting and compliance reviews
Maintain and update client files statements and financial records accurately and securely
Assist with risk assessments internal audits and quality control tasks related to fiduciary operations
Collaborate with trust officers wealth advisors estate planners and custodial partners to support ongoing account servicing
Stay current on applicable fiduciary laws industry practices and regulatory changes (e.g. OCC SEC FINRA IRS regulations)
Required Qualifications:
Bachelors degree in Finance Business Administration Accounting Paralegal Studies or a related field
2 years of experience in fiduciary account administration trust operations or wealth management services
Knowledge of fiduciary duties trust structures tax implications and regulatory guidelines
Strong understanding of financial instruments account reconciliation and investment principles
Excellent organizational written and verbal communication skills
Experience working with trust systems and platforms (e.g. SEI FIS Global Plus Envestnet or similar)
High attention to detail and ability to manage confidential client data
Comfortable working remotely with cross-functional teams and financial institutions
Employment Type
Full Time
