Administrative and Client Service Specialist

Trivergent Trust Company is an independent trust company and multi-family office that provides a comprehensive approach to wealth planning for a select number of high-net-worth families and their related entities. Services include strategic planning, asset and investment management, trustee and estate management, and customized family office services.

This position plays a central role in ensuring the smooth and efficient daily operations of the company. This position supports executive and senior leadership, oversees administrative workflows, coordinates operational tasks, and maintains a professional environment that reflects the company’s fiduciary responsibilities. The ideal candidate is detail oriented, has strong organization skills, and demonstrates the ability to think critically.

• Associate degree required;
  Bachelor’s in a relevant field such as business administration, accounting, or communication preferred
• Prefer 3+ years’ experience in office administration, client service, or project management

• Excellent organizational skills with the ability to manage multiple priorities
• Effective written and verbal communication skills
• Attention to detail and accuracy in completing tasks
• Strong analytical skills with the ability to research and troubleshoot challenges
• Professional demeanor and ability to interact with clients, vendors and senior management
• Ability to work both independently and in a team environment
• Proficiency with office software including Microsoft 365

• Oversee day to day office operations including office scheduling/calendar, supply ordering and management, vendor management, mail services and facility coordination
• Serve as a professional point of contact for clients, vendors, and partners
• Maintain accurate records of vendor contracts, and service agreements
• Manage document retention and storage systems, both electronic and physical
• Manage the process for electronic marketing communications
• Coordinate internal, board, and committee meetings, including preparation of agendas, minutes, and materials
• Support compliance officers with data collection, reporting, reconcilements, and examiner requests
• Manage maintenance schedules and record keeping for the company vehicle
• Assist with office security matters
• Coordinate employee appreciation and social activities
• Support onboarding and offboarding processes for employees, including equipment setup and access management
• Oversee office technology needs, including coordination with IT providers for system access, troubleshooting, and equipment ordering and maintenance
• Support implementation of new software tools and workflow improvements
• Maintain user inventory records and access logs
• Support preparation of operational reports for management

• Process client account transactions and maintain financial reports/schedules
• Perform administrative tasks related to account maintenance, documentation/filing, and client communications
• Assist in preparing materials and reports for client meetings
• Assist with researching and resolving client matters
• Coordinate annual holiday card and gift selection and distribution

This position allows qualified candidates to assume increasing levels of responsibility as appropriate. Success will be dependent upon a candidate’s ability to demonstrate initiative. Compensation will be commensurate with experience.

Please submit resumes to