Trust Officer | Franklin Templeton Investments | Salt Lake City, UT
In the investment industry, few companies have Franklin Templeton
Investments depth of experience and track record of success. A premier
global investment management company with over 6,400 employees working
in 29 countries around the world, we currently service 8.4 million
shareholder accounts in all market segments, from retail to high net-worth
to institutional. We offer 245 investment products covering all
investment styles and delivering consistent performance over time. Our
success relies on dedicated professionals whose mission is to provide
superior investment results and high quality service.
Were currently looking for qualified candidates to join our winning team.
- Provide account administration services for FTB&T personal trusts.
- Consult with financial advisors, clients and other interested parties.
- Establish and continuously review quality control standards. Responsible
for trust department research and reporting. Manage relationships and
ensure compliance with trust regulations.
You will be primarily responsible for the following:
- Review and evaluate trust documents and administer accounts according
to the terms of the trust.
- Develop and maintain professional relationships with FAs, clients,
beneficiaries and other interested parties.
- Respond to general trust relation questions from financial advisors,
clients, beneficiaries, etc.
- Respond to inbound trust inquiries
- Proactive outbound calling to provide the highest level of customer
service to existing clients.
- Process transactions and review for accuracy.
- Ensure compliance with policies, regulations and laws by adhering to
operating policies and procedures.
- Providing recommendations for changes to policies and/or procedures.
- Continuously review quality control standards and recommend solutions
to issues.
- Troubleshoot operational issues and provide recommendations
- Provide research on trusts
- Coordinate trust reporting
- Other projects as assigned
We look for:
- Bachelors Degree in Business Administration or related field, or
equivalent combination of education and experience
- Knowledge of State and Federal trust regulations.
- Experience with mutual fund industry and financial advisor channel
preferred.
- 5 years of personal trust experience
- Financial Services experience, preferred
- Ability to operate a personal computer and related software
- Microsoft Office skills: Advanced:Excel, Word, Access
- Ability to communicate effectively both orally and in writing and to
establish and maintain cooperative working relationships with persons
contacted in the course of performing assigned duties
- Strong attention to detail
- Ability to maintain updated knowledge of procedures, products and
activities of assigned area
- Ability to adhere/respond to established time frames and schedules
- Ability to perform mathematical calculations and analyses
- Ability to work independently
- Ability to exercise independent judgment consistent with department
guidelines
PROBLEM SOLVING AND DECISION MAKING:
- Work is performed under very general direction; participates in
determining objectives of assignment; work is reviewed for adequacy in
meeting objectives
- Develops solutions to a variety of problems; ensures solutions are
consistent with organization objectives
We offer one of the most competitive compensation packages and benefits
programs in the investment management industry. Highlights of our
benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) and Profit Sharing Plan with company matching
- Employee Stock Investment Program with company matching
- Business Casual dress
- Fitness Center
- Education assistance
- Purchase of company funds with no sales charge
We invite you to visit us at www.franklintempleton.com to learn more
about our company and career opportunities.
To apply for this position, please copy and paste the following link
into your browser address bar:
http://franklintempleton.contacthr.com/5328088
or submit your resume and salary requirements through our homepage at
http://careers.hodes.com/franklintempletoncareers/default.asp?&eJobID=g&redirect=no&jobid=595664
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