Trust Administrator​/Relationship Associate

Overview

Fiduciary Trust International, a premier investment and wealth management firm owned by Franklin Templeton, hires a Trust Administrator / Relationship Associate (RA) to work in our Coral Gables, FL office near Miami. The RA partners with Trust Officers, Relationship Managers, and Portfolio Managers to support the wealth and financial needs of High‑Net‑Worth (HNW) clients.

Coral Gables, Florida (minimum 3 days per week in office; hybrid work arrangement possible)

• Work with Trust Officers, Relationship Managers, and Portfolio Managers on HNW family relationships and prospects
• Perform account administration tasks, prepare wealth projections, cash flow analyses, fee reviews, and PowerPoint presentations for client meetings
• Serve as a key point of contact for clients and intermediaries (accountants, attorneys, other advisors)
• Review daily overdraft reports, coordinate with Portfolio Managers to raise cash for overdraft cure, and initiate wire transfers, discretionary principal payments, currency transactions, bill payments, and gifts & contributions
• Assist Trust Officers with trust terminations and account closing in coordination with Trust Counsel and Tax Department
• Partner with Relationship Managers to understand client goals, attend client meetings, and analyze client goals for extended family and next generations
• Conduct new account openings: analyze documents for KYC, review account openings with Relationship Managers to ensure proper administration, state law requirements, beneficiaries, tax suits, and fee analysis

• Bachelor’s degree or equivalent experience
• 2–5 years of experience in financial services with client‑facing experience preferred
• Trust Administration background and knowledge preferred; ability to review and interpret trust language a plus
• Desire to learn and grow within the client service model
• Basic knowledge of competitors desired
• Detail‑oriented with the ability to multi‑task and meet deadlines
• Strong teamwork and client‑needs balancing skills
• Effective interpersonal, relationship‑building, oral, and written communication skills
• Experience handling confidential client account information with discretion
• Proficiency in Microsoft Word, Excel, and Power Point
• Strong analytical and strategic thinking skills; self‑starter with good judgment and ability to prioritize tasks

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non‑monetary—designed to support well‑being and recognize results. In addition to base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with generous match, and recognition rewards. A comprehensive benefits package includes competitive healthcare options, insurance, 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.

The annual salary for this position is expected to range between $71,400 – $84,000 depending on relevant experience, plus discretionary bonus.

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, 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 need an accommodation or adjustment due to a medical condition or disability, please email accommo with the accommodation or adjustment requested, the job title, and the job number. We may take up to three business days to respond and only respond to accommodation requests.