Administrative Assistant

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. 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 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, you’ll get exposed to different cultures, people, and business development happening around the world.

Administrative Assistant

Fiduciary Trust International is seeking a highly organized and detail-oriented Administrative Assistant to join the NY Market Team in New York City. This role is critical in supporting the team’s Relationship Managers, Portfolio Managers, and Trust Officers. This position serves as the primary point of contact for internal and external communications, special projects, meeting scheduling, and travel arrangements. The role requires the ability to work independently, handle multiple tasks simultaneously, prioritize, manage time effectively, exercise diplomacy, and maintain confidentiality and judgment when interacting with sensitive situations and/or clients.  

• You will support two of our market teams in NY and provide administrative support to the team’s Relationship Managers, Portfolio Managers, and Trust Officers.
• You will support all aspects of running the day-to-day operations of the team.
• You will assist in developing prospect and client presentation books and quarterly mailings.
• You will assemble customized PowerPoint presentations for client meetings.
• You will handle large amounts of data and create client presentations.
• You will process client transactions and provide superior customer service.
• You will maintain and update client data and initiate wire transfers and payments.
• You will ensure supporting documentation is received and imaged.
• You will track, monitor, and submit reports generated from internal systems.
• You will help ensure accuracy and compliance in client documentation and transactions.
• You will contribute to client experience by coordinating logistics for meetings and events.

• Bachelor’s degree or equivalent experience.
• Experience in banking, wealth management, or asset management industries a plus. Trust Administration or Paralegal experience a plus.
• Desire to work within the Trust (banking) space and/or investment management.

• Skilled in Microsoft Office (Word, Excel, PowerPoint, Outlook). Ability to become proficient in MS Teams, Adobe Acrobat, and MS Project.
• Ability to provide superior customer service with professionalism.
• Solid organizational skills, able to multi-task and meet deadlines.
• Ability to work well under pressure and adapt to unexpected circumstances in a team-oriented environment.
• Comfortable working with data and numbers; analytical mindset with strong attention to detail.
• Flexibility, self-motivated, and proactive.

Hybrid schedule with three days in office (One Madison Avenue, Midtown South)

Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary 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, 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 base salary for this position to range between $62,000 - $65,000, depending on level of relevant experience, plus an opportunity to earn a discretionary bonus.

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•  The Story of Fiduciary Trust International