Top 1 Wealth management associate Jobs in Canton, Oh

Trust & Family Office Associate
Carr, Riggs & Ingram, LLC —Canton, OH
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
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Trust & Family Office Associate

Carr, Riggs & Ingram, LLC -
Canton, OH

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Job Details

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Estate administration
Accounting systems
Confidential information handling
Legal firm experience
Law office experience
Productivity software
Escalation handling
Estate planning

Full Job Description

TRUST & ESTATE ASSOCIATE

The Preferred Legacy National Trust Bank is a federally chartered trust institution providing comprehensive fiduciary, wealth management, and family office services to high-net-worth individuals and families. With a highly personalized and client-focused approach, the Bank delivers integrated solutions across trust and estate administration, retirement and custodial services, and financial oversight. We collaborate closely with clients and their advisors to ensure seamless execution of complex planning strategies, with a focus on preserving and transferring wealth across generations.

Position Overview – Trust and Estate Associate

We are seeking a detail-oriented and highly professional Trust and Estate Associate to support the administration of complex fiduciary relationships. The Trust and Estate Administrator plays a key role in supporting the administration of trusts, estates, and fiduciary accounts. This position works closely with senior trust officers, legal counsel, and client advisors to ensure accurate administration, regulatory compliance, and exceptional client service and offers direct exposure to sophisticated wealth structures and multigenerational planning. This role is integral to maintaining the exceptional level of service our clients expect and requires a strong sense of accountability, discretion, and technical precision.

Essential Functions:

Administer assigned client relationships and various types of accounts
Serve as secondary point of contact for clients
Assist in the interpretation of trust instruments
Oversee trust funding and asset movements
Review and process distribution requests
Prepare discretionary distribution documentation
Ensure income vs. principal accuracy
Maintain and organize all records and trust files to ensure proper record-keeping in order to comply with all trust documents and regulations
Manage conflict resolution and sensitive family dynamics
Assist with audits and identification of fiduciary risks
Support process improvements
Monitor deadlines and compliance obligations
Directly report to and collaborate with VP, Senior Wealth Strategists and Relationship Officers on trust and estate matters
Support Relationship Manager on new business generation
Adhere to all relevant regulations, including USA Patriot Act and Anti-Money Laundering Program
Identify and resolve issues by comparing account information to system reports

Qualifications:

3-5 years of experience in trust & estate
Experience in a law office/family office dealing with high net worth clients
Understanding of trust accounting and how to administer sophisticated trusts
High level understanding of estate planning
Must possess excellent written and oral communication skills
Ability to utilize Microsoft Office and trust accounting software
Ability to maintain a positive and professional work environment
Maintain strict confidentiality as well as digital/physical security
Demonstrate the ability to recognize, evaluate, and resolve/escalate problems
Ability to work independently with little to no supervision when needed and able to manage multiple tasks
Must be open to performance improvement and coaching
Open to occasional travel when necessary

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Preferred Legacy Trust offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.

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Trust & Family Office Associate

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