Administration assistant [h1.location_city]

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families family offices endowments foundations and institutions. Our investment managers tax and estate planning professionals work together to develop holistic strategies to optimize clients portfolios while mitigating the impact of taxes on their wealth. As a fiduciary the guidance we provide is in the best interests of our clients without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton a dynamic firm that spans asset management wealth management and fintech giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents youll get exposed to different cultures people and business development happening around the world.

Administrative Assistant (Trust Administration)

Fiduciary Trust International is seeking a motivated Administrative Assistant to join our Miami office located at 2 Alhambra Plaza (Coral Gables).

How You Will Add Value

Core Responsibilities :

You will support Trust Administration with administrative duties meeting coordination correspondence and client bill payments

You will provide superior customer service to visitors and clients while maintaining professionalism

You will maintain client data set up online access and assist with document requests

You will initiate check deposits wire transfers recurring remittances discretionary payments

You will process charitable donations research charities and prepare acknowledgement letters

You will ensure supporting documentation is received imaged tracked and reported

You will assemble presentation books PowerPoint presentations cash flow reports and manage Trust mail

What Will Help You Be Successful in This Role

Experience Education & Certifications :

Bachelors degree from a four-year college / university or equivalent experience

Experience working within the investment banking / private baking / high net worth industries a plus

Skills :

Ability to provide superior customer service to internal employees and external clients with the highest level of professionalism

Solid organizational skills detail-oriented with the ability to multi-task and meet deadlines

Ability to maintain confidentiality and exercise independent judgment consistent with department guidelines

Ability to work well under pressure and adapt to unexpected circumstances in a team-oriented environment

Microsoft Office skills (Word Excel PowerPoint)

Ability to work on-site at our Coral Gables office location

Learn More : Click below to learn more about Fiduciary Trust International

Fiduciary Trust International

The Story of Fiduciary Trust International

Compensation : Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to support their well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus (delete as appropriate) a 401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare options insurance and disability benefits employee stock investment program learning resources career development programs reimbursement for certain education expenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $60000 - $70000 depending on location and level of relevant experience plus discretionary bonus.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.

By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

• Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.

If you believe that you need an accommodation or adjustment due to a medical condition or disability to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Required Experience :

Junior IC

Key Skills

Generator,Accomodation,Football,Advertising,Architectural Design

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 60000 - 70000