Fiduciary Management Associate

Support Trust Operations and Fiduciary Administration by assisting in trust administration functions, including account setup, asset transfer, and estate settlement. Proactively address administrative exceptions and coordinate workflow between teams while reviewing and closing tasks and exceptions in the Cheetah system. Complete quarterly and annual tax balance due and estimated payment processing, coordinating agent for trust and 990 returns with CPAs. Provide Accunet backup and research field questions to ensure client assets are managed in accordance with regulatory requirements. Develop skills necessary to become a Trust Officer within the firm.