Top Tech Jobs & Startup Jobs

Manage fiduciary account billing by monitoring aging reports, communicating with clients/representatives, coordinating payments, supporting account transitions/closures, documenting account status, and partnering with fiduciary officers and cross-functional teams to keep accounts current and consistent.

Provide administrative and account support to Fiduciary Officers: maintain organized client records, assist with opening/ongoing/closing account tasks, coordinate documentation, communicate with clients and advisors, collaborate with Operations, manage multiple priorities, and support team projects while learning trust administration.

Support the Compliance Program through monitoring, audit support, regulatory reporting, policy maintenance, documentation tracking, risk identification, and training coordination across teams to ensure regulatory adherence.

Support investment management by monitoring portfolio allocations and cash, preparing performance reporting and analytics, reconciling discrepancies, maintaining investment systems, coordinating model updates, assisting liquidity and cash flow analysis, and improving/documenting processes while collaborating with CIO and internal teams.

Support day-to-day investment operations by monitoring allocations and cash, preparing performance reporting and analytics, reconciling portfolios, maintaining investment systems, coordinating model updates, and assisting with liquidity analysis and special projects while ensuring data integrity and cross-department collaboration.