Piper Companies is looking for an Financial Analyst - Trust for a Chartered Trust Company for a Full Time, hybrid position in West Palm Beach, FL The Trust Administrator will provide administrative support a team of personal trust officers, and will learn, understand, and apply fiduciary laws and regulations in accordance with the administration of trusts.
Responsibilities for the Trust Administrator:
Review and execute all aspects of trust administration, including bill pay, receiving, confirming, authenticating requests from beneficiaries, tax payment and mailing of forms as necessary, opening and funding accounts, and closing and delivering assets for terminating accounts. Working with the new business group and/or compliance with regard to AML, KYC, and new account paperwork.With oversight from Trust Officer, use proper discretion and sound judgment in making decisions concerning trust relationships. ...