Relationship Associate; Wealth Management

Overview

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.

Relationship Associate

Fiduciary Trust International is hiring a Relationship Associate to join our Atlanta office which also provides support to our Washington, D.C. team. This is a hybrid role with four days in the office.

The Associate works with client facing teammates such as Trust Officers, Relationship Managers, Portfolio Managers, Trust Counsel, Wealth Directors, and a Regional Managing Director in serving the investment and wealth planning needs of our high-net-worth (HNW) clients. Ensuring a seamless and optimal client experience is a critical element of the role which is achieved through effective collaboration with teammates as well as peers and involves independent decision making and prioritization of tasks.

The role requires daily interaction with clients including follow-up matters and key deliverables. The position would also support basic administrative needs of the office and work closely with the Regional Managing Director on local team and market initiatives. As experience is gained, the position would take on greater responsibility in all client relationships and facets of the business.

• Works closely with teammates serving the needs of HNW family relationships, including, but not limited to account administration, preparing personal balance sheets and wealth projections, preparation of cash flows, fee reviews, and preparation of PowerPoint presentations for client meetings.
• Works closely with relationship teammates (particularly the Client Lead) to establish and maintain a seamless and optimal client experience. Acts as a key point of contact for client and other third party advisors who advise the client such as accountants and attorneys.
• Reviews daily overdraft report to determine how to remedy income overdrafts. Coordinates with the PM in order to raise cash to cure principal overdrafts.
• Initiates wire transfers, discretionary principal payments, currency transactions, bill paying, gifts, and contributions.
• Partners with RM to understand client goals (including extended family members and subsequent generations) which may include attendance at client meetings with the RM.
• New Account Openings:
  Analyzes relevant documents to begin KYC process. Reviews account openings with AO to determine proper administration of account, beneficiaries, tax suits, fee analysis, etc.
• Assists with meeting and conference room preparation including scheduling, and ensuring a professional client experience for in-office meetings.

Education & Experience -

• Bachelor’s degree or equivalent experience
• 2-5 years’ experience in financial services with client-facing experience preferred
• Trust Administration background and knowledge highly preferred
• Desire to grow and advance within the field of trust administration and wealth management

Knowledge, Skills, & Abilities

• Detail-oriented with the ability to multi-task and meet deadlines
• Ability to work in a team-oriented environment while balancing the needs of the client
• Effective interpersonal skills and relationship building skills
• Ability to maintain confidentiality and handle client account information with discretion
• Strong oral and written communication skills
• Skilled in Microsoft Word, Excel and Power Point
• Basic knowledge of A.I. tools, preferrable
• Ability to work in our Atlanta, GA office a minimum of…