Trust Administrative Professional (Level II) - Canon Recruiting Group

Position: Legal - Trust Administrative Professional (Level II)

Full-time: 40 Hours

Location: Pennington, NJ

Assignment: 11/25/2024 – 11/24/2025

Schedule: Monday – Friday, 9:00 AM – 5:00 PM

Pay Range: $18.64 hourly, paid weekly.
(Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)

Position Summary:

• PB IRA line of business provides Trusteed Individual Retirement Account (TIRA) administrative support to Private Bank Specialized Fiduciary Officers and National Trust Services Managers. In addition, works independently, but closely with client facing Trust Officers and Administrators to ensure accurate and efficient delivery of IRA account level services.
• Responsible for routine administrative duties, such as performing TIRA money movement and tax related transactions.

Responsibilities:

• Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager and National Executive.
• Works independently, but closely with Officers and Team Leaders to ensure accurate and efficient delivery of services.
• Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.) and with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed.
• May be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge.
• Responsible for routine administrative duties, such as performing account maintenance, account opening processes, money movement and tax related transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making, and answering telephone calls, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs.
• May be asked to participate in projects, prepare reports and conduct research.
• May act as a point of contact for clients and internal/external partners and as a backup for the Officers.
• The SFA II is supervised and supported by a team.
• This is a U.S. Trust IRA position.

Desired Qualifications:

• 1 – 3 years of retirement account or Private Bank administrative experience preferred, but not required.
• Must be well organized and detail oriented.
• ML systems experience (KD, mainframe, ASAP) a plus.

Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30lbs.
• Use of computers and technology.

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers.

At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com