Trust Administrator
Location: New York, New York
Description: Franklin Templeton Investments is presently looking of Trust Administrator right now, this position will be assigned in New York. Detailed specification about this position opportunity please give attention to these descriptions. Fiduciary Trust Company International has been a trusted investment manager for individuals, families and foundations for more than 80 years. With world-class capabilitie! s in investment management, trust and estate services, and custody services, we have the expertise to meet the requirements of the most sophisticated clients and their advisors, and can help assure that their families’ needs will be met long into future generations.
In 2001, Fiduciary Trust joined forces with Franklin Resources, Inc., a global investment management company operating as Franklin Templeton Investments. The acquisition presented both companies with an opportunity to expand and enhance their resources, services and global presence by combining complementary areas of expertise.
Fiduciary Trust is currently looking for a Trust Administrator to join the team.
Responsibilities include:
Work directly with a Trust Officer to administer trust accounts while remaining current on relevant laws, issues and topics.
Perform and coordinate efforts to independently respond, consistent with controlling trust instruments, to var! ious client requests for items such as wire transfers, discret! ionary principal payments, currency transactions, bill paying, deliveries/receives, gifts & contributions, acquisitions and sales.
Ensure that all transactions are in compliance with the trust agreement, state laws, and the Trust Investment Operations Manual (TIOM).
May act as a point of contact for client and intermediaries, including accountants, attorneys, and other trusted advisors.
Coordinate with tax department concerning tax issues arising during the course of the trust administration process.
Review daily overdraft report to determine how to cure income overdrafts. Coordinate with Portfolio Manager to raise cash to cure principal overdrafts.
Coordinate all aspects of trust terminations in coordination with the Trust Counsel, Investment Department, and Tax Department.
Analyze relevant documents required for the new account opening process. Review and discuss account opening with Trust Officer to determine proper a! dministration of account.
Qualifications
Ideal candidates will have:
Bachelor’s degree required.
At least 3 years of previous Trust Administration experience.
Knowledge of Personal Trust Law and Administration.
Knowledge of Global Plus or similar accounting systems desirable.
Excellent verbal and written communication skills.
Strong attention to detail with the ability to perform multiple tasks in a fast-paced team environment.
Ability to adhere/respond to established timeframes and deadlines.
Ability to exercise independent judgment consistent with department guidelines.
Ability to organize and prioritize responsibilities.
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewardsâ€"the mix of both monetary and non-monetary rewards provided to! you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with company match
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at
http://www.franklintempletoncareers.com/
to learn more about our company and our career opportunities.
Job Function
:
Legal & Compliance
Primary Location
:
United States-New York-New York
Schedule
:
Full-time
Job Posting Date
:
May 30, 2013, 1:13:45 PM
- .
If you were eligible to this position, please give us your resume, with salary requirements and a resume to Franklin Templeton Investments.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position will be opened on: Thu, 30 May 2013 20:56:50 GMT
Apply Trust Administrator Here