Trust Solutions Coordinator II
Corient Private Wealth
Houston, TX
Description
Description
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Overview
The Trust Solutions Coordinator will demonstrate proficiency and expertise in personal trust administration, technical knowledge and familiarity with trust department operations, internal policies and procedures. This role provides endless possibilities for learning, growth and building strong relationships. You will partner closely with our internal teams to deliver high support and expertise and be responsible for proactive trust account management, including account setup and ongoing stakeholder support.
Responsibilities
- Develop rapport and instill confidence in stakeholders to develop credibility and earn trust.
- Prepare opening account packets for counsel and trust company to review trust agreements, court documents, and asset statements to assess profitability and potential risk.
- Coordinate documentation with local counsel.
- Work with stakeholders to ensure proper documentation and administrative support.
- Monitor and track the performance of administrative tasks and efficiently address any issues.
- Execute work to deliver timely, accurate and efficient administrative service.
- Identify and escalate all irregularities and discrepancies to management.
- Work independently on various administrative tasks, including unique situations.
- Follow state and federal regulations and internal policies and procedures.
- Actively support special projects and initiatives.
Qualifications & Requirements
- 4-year college degree in a related field or equivalent work experience is required; JD is not required.
- Minimum six years of experience in personal trust administration.
- Proven ability to manage multiple responsibilities and drive projects to completion.
- Self-motivated and able to multitask in a fast-paced environment.
- Ability to solve problems using an indirect and creative approach.
- Outstanding oral and written communication
Competencies listing for Job Family
- Analytical/Critical Thinking
- Problem Solving
- Collaboration
- Communication
- Technical Depth
Competencies
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Physical Requirements
- This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
- This position may require the ability to lift up to 15 pounds.
- This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.