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 high-net-worth and ultra high-net-worth individuals and families family offices endowments foundations and institutions. 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 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 dynamic 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.

Administrative Assistant (Trust Administration)

Fiduciary Trust International is seeking a motivated Administrative Assistant to join our Miami office located at 2 Alhambra Plaza (Coral Gables).

How You Will Add Value

Core Responsibilities:

• You will support Trust Administration with administrative duties meeting coordination correspondence and client bill payments

• You will provide superior customer service to visitors and clients while maintaining professionalism

• You will maintain client data set up online access and assist with document requests

• You will initiate check deposits wire transfers recurring remittances discretionary payments

• You will process charitable donations research charities and prepare acknowledgement letters

• You will ensure supporting documentation is received imaged tracked and reported

• You will assemble presentation books PowerPoint presentations cash flow reports and manage Trust mail

What Will Help You Be Successful in This Role

Experience Education & Certifications:

• Bachelors degree from a four-year college/university or equivalent experience

• Experience working within the investment banking / private baking / high net worth industries a plus

Skills:

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

• Solid organizational skills detail-oriented with the ability to multi-task 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 team-oriented environment

• Microsoft Office skills (Word Excel PowerPoint)

• Ability to work on-site at our Coral Gables office location

Learn More: Click below to learn more about Fiduciary Trust International

• Fiduciary Trust International

• The Story of Fiduciary Trust International

Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results.Along with base compensation employees are eligible for an annual discretionary bonus (delete as appropriate) a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $60000 - $70000 depending on location and level of relevant experience plus discretionary bonus.

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