Relationship Associate
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Job Location:
Radnor, PA - USA
Monthly Salary:
$ 70000 - 85000
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
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.
Relationship Associate
Our Radnor PA office approximately 30 minutes outside of Philadelphia is hiring a Relationship Associate to join our office of approximately 50 investment and trust professionals. The Associate will provide daily support to our internal Trust Officers and interact with clients on a regular basis managing ongoing client deliverables.
Associates have an opportunity to gain knowledge and experience related to investment management trust and estate services and client Associates responsibilities will grow as their knowledge and skills progress providing the opportunity to handle more sophisticated client needs and to develop the Associates career within Fiduciary Trust.
What are the primary responsibilities of a Relationship Associate
Works with Trust Officers and Portfolio Managers on family relationships (clients) including account administration preparing wealth projections account reviews preparation of PowerPoint presentations for client meetings and may include attending client meetings.
Reviews trust documents and ensures all transactions are in compliance with the trust agreement and state laws.
Works closely with our Trust Officers to establish and maintain client contact. While working with the Trust Officer acts as a key point of contact for clients and intermediaries with accountants attorneys and other advisors.
Initiates and approves wire transfers discretionary principal payments currency transactions bill paying and gifts & other wealth transfers.
Coordinates trust terminations and account closings in coordination with our Trust Counsel and Tax Department.
New Account Openings: Reviews account openings with Trust Officer to determine proper administration of account state law requirements beneficiaries tax situs fee analysis and similar new account responsibilities.
What ideal qualifications skills & experience would help someone to be successful
Education & Experience:
Bachelors degree or equivalent experience
2-5 years experience in financial services with client-facing experience preferred
Knowledge of wealth management industry desired
Trust Administration background and knowledge highly preferred; ability to review and interpret trust language a strong plus
Knowledge Skills & Abilities:
Detail-oriented with the ability to multi-task and meet deadlines
Ability to work in a team-oriented environment while balancing the needs of the client
Effective interpersonal skills and relationship building skills
Ability to maintain confidentiality and handle client account information with discretion
Strong written and verbal communication skills
Skilled in Microsoft Word Excel and PowerPoint
Ability to work in our Radnor PA office a minimum of three days per week
Learn More:Click below to learn more about Fiduciary Trust
Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $70000 - $85000 depending on level of relevant experience plus bonus.
#LI-US
#Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.
By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.
If you believe that you need an accommodation or adjustment due to a medical condition or disability to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Required Experience:
IC
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more
