Trust Administrative Specialist

Wealth Management Opportunity

Are you a recent graduate or early-career professional looking to break into the financial services industry? This is a rare opportunity to join a growing and highly regarded wealth management organization where you'll gain direct exposure to trust administration, estate planning, fiduciary services, and high-net-worth client relationships.

This role is ideal for someone who wants more than just an administrative position—you'll receive hands-on mentorship from experienced professionals, learn the foundations of trust and estate administration, and build a long-term career path within wealth management.

Direct exposure to trust administration and fiduciary services Mentorship from experienced wealth management professionals Opportunity to work with high-net-worth clients and advisors Clear advancement path into Trust Officer and leadership roles Stable, growing organization with outstanding employee retention Collaborative, team-oriented culture focused on professional development

• Support senior professionals with trust administration and client service activities
• Prepare client documentation, account paperwork, and meeting materials
• Assist with account maintenance, reporting, and administrative transactions
• Coordinate with clients, attorneys, financial advisors, and internal stakeholders
• Help manage operational workflows and ensure accurate account records
• Support client communications and day-to-day office operations

• Bachelor's degree in Finance, Business, Accounting, Economics, or a related field
• 1–3 years of professional experience or relevant internships
• Strong interest in wealth management, trust administration, banking, or financial services
• Exceptional attention to detail and organizational skills
• Professional communication skills and a client-focused mindset
• Ability to thrive in a fast-paced, collaborative environment

• Medical, Dental, Vision & Life Insurance
• Retirement Plan with Company Match
• Paid Time Off & Paid Holidays
• Long-term career growth and development opportunities

If you're looking for an opportunity to establish yourself within the wealth management industry and learn from experienced professionals who invest in your success, we'd love to connect with you.