Description The Trust and Wealth Management Group of Reid and Riege, P.C. is seeking a self-motivated individual to provide the administrative, operational, and project support required to provide superior customer service to our high-net-worth clients. Primary Duties: • Respond to client requests for information on a same day basis or similarly appropriate time frame. • Ensure accuracy and timeliness in the creation, preparation, and processing of: routine and non-routine transactions, such as client bill-paying and gifting programs, account maintenance, client files, insurance matters, and other daily recordkeeping and reporting activities. • Monitor cash positions and work with outside investment advisors to ensure cash balances are appropriate to meet liquidity needs. • Process client account openings and closings. • Oversee asset transfers and assist with tax cost research. • Assist clients by telephone, email, and in writing. • Gather tax information for the completion of trust 1041s and client 1040s. • Prepare materials for client meetings. • Provide operational and administrative support to the members of the Fiduciary Services Group. • Assist with department projects. This list is not exhaustive, and duties or tasks may be added or removed as needed to meet the needs of the department. Requirements • Bachelor's degree • 3-5 years previous experience in financial services, preferably in a bank trust environment, however, the equivalent combination of education and relevant experience will be considered. • Basic knowledge of wealth management terminology and financial and estate planning concepts. • Independent self-starter with excellent interpersonal, written and verbal communication skills, and client service skills. • Must be a professional, enthusiastic, and friendly team member with strong attention to detail. • Able to perform duties with strict adherence to firm policies and with respect for client privacy. • Organized and able to handle multiple tasks in a fast-paced environment. • Strong PC skills including Microsoft Word, Excel, and Outlook. Benefits: • Health, Dental, and Vision insurance • Life insurance, Disability insurance and EAP coverage • PTO, Paid Holidays, Sick Time, Bereavement and Parental leave • 401(k) plan with employer contributions (Traditional and Roth options available) Schedule: Monday to Friday Reid and Riege, P.C is an equal opportunity employer dedicated to workforce diversity.