Who We Are:
Cornerstone Private Asset Trust Company is a boutique firm built on relationships, flexibility, and a shared commitment to doing what’s best for our clients. We operate as a highly collaborative team where everyone contributes, supports one another, and steps in where needed—regardless of title.
As part of the BGM Group, we partner across tax, wealth management, and advisory services to deliver a fully integrated client experience. Internally, that same collaboration defines how we work—without silos or rigid role boundaries.
Trust and estate services are at the core of what we do. We work closely with individuals and families to administer trusts, manage assets, and ensure their long-term goals are carried out with care and precision.
Primary Purpose:
We are seeking a detail-oriented and client-focused Trust Associate, to support our Trust Administration team.
This role serves as a key point of contact for clients while providing administrative and operational support to Trust Officers. The ideal candidate enjoys working with people, managing details, and contributing to a collaborative environment where client service is the top priority.
What This Role Looks Like:
This position supports the day-to-day administration of trust accounts and client relationships. You will work closely with Trust Officers to assist with client service, account administration, documentation management, meeting preparation, and trust operations.
Success in this role requires strong organizational skills, attention to detail, professionalism, and a commitment to delivering a high-quality client experience.
Responsibilities Include:
Client Service & Relationship Support
- Welcome and assist clients in person and by phone, determining needs and directing inquiries appropriately
- Respond professionally and promptly to client questions and concerns
- Support Trust Officers with client communications and ongoing relationship management
- Assist with client meeting preparation, scheduling, account data gathering, and presentation materials
- Maintain confidentiality when handling sensitive client and account information
Trust Administration & Operations
- Assist with new account onboarding and account terminations
- Understand fiduciary concepts and support proper trust account administration
- Utilize trust accounting systems to enter and maintain transactions accurately and timely
- Assist with trust distributions, account maintenance, and operational activities
- Support officers with tax-related matters, including reports, returns, payments, and client communications
- Coordinate with internal teams and external professionals as needed
Administrative & Team Support
- Maintain client files, correspondence, and records in appropriate physical and electronic locations
- Perform administrative duties including scanning, filing, photocopying, and document management
- Schedule meetings and coordinate logistics
- Maintain accurate documentation and reporting records
- Assist with special projects and process improvements
- Support team priorities and contribute wherever needed to ensure exceptional client service
Team Contribution (Key to Success)
- Foster a collaborative, team-first environment
- Take initiative and demonstrate ownership of responsibilities
- Adapt to changing priorities and support firm-wide goals
- Contribute ideas for improving processes and enhancing the client experience
- Maintain a positive, professional, and solutions-oriented attitude
Preferred Qualifications & Skills
- Bachelor's degree in Accounting, Business Administration, Economics, Finance, or related field preferred
- Three to five years of financial services, banking, trust administration, wealth management, or related experience preferred
- Experience in trust administration, investments, or wealth management is a plus
- Strong organizational and time management skills
- Exceptional attention to detail and accuracy
- Excellent written and verbal communication skills
- Strong client service orientation and professional demeanor
- Ability to manage multiple priorities and meet deadlines
- Proficiency in Microsoft Office Suite
- Experience with trust accounting systems or financial software is a plus
Position Competencies
- Effective Communicator
- Client Focused
- Team Player
- Detail Oriented
- Organized
Cornerstone Competencies
- Maintain confidentiality
- Uphold Cornerstone's mission, vision, and values
- Follow policies, procedures, and internal controls with integrity and professionalism
- Demonstrate ethical decision-making and accountability
- Observe safety and security procedures
- Maintain dependable attendance and ensure responsibilities are covered when absent
Who Should Apply
- You enjoy building relationships and helping clients
- You thrive in a collaborative team environment
- You are highly organized and detail-oriented
- You can manage multiple priorities while maintaining accuracy
- You are interested in building a career in trust administration and wealth management
- You take pride in providing exceptional service and support
What You'll Love About Us
- Meaningful Work: Support individuals and families by helping administer trusts and preserve legacies.
- Collaborative Culture: Work alongside experienced professionals in a supportive, team-oriented environment.
- Career Growth: Gain exposure to trust administration, fiduciary services, and wealth management with opportunities for professional development.
- Comprehensive Benefits: Competitive benefits package including health, dental, vision, life insurance, disability coverage, paid time off, paid holidays, and 401(k).
- Flexibility & Support: Join a workplace that values autonomy, teamwork, and work-life balance.
Not Sure You Meet Every Qualification?
We encourage you to apply. We're looking for individuals who bring the right combination of experience, professionalism, curiosity, and commitment to client service. If you're excited about growing your career in trust administration and wealth management, we'd love to hear from you.
Equal Employment Opportunity Statement
Cornerstone Private Asset Trust Company, LLC is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are based on qualifications, merit, business needs, and individual performance without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We value diversity and believe that different perspectives strengthen our team, enhance innovation, and improve the service we provide to our clients and communities.
