Job details

Trust Administrative Associate

“I can succeed as a Trust Administrative Associate at Capital Group.”

As a Trust Administrative Associate you will work independently on standardized/recurring administrative and operational assignments under the supervision of a Trust Officer. You may work with more senior staff on complex projects, analyses and tasks. You will be responsible for providing operational and administrative support to Trust Officers within Private Client Services (PCS) trust and estate team. You will work with the trust team and internal departments to complete operational transactions, answer service requests and meet the needs of PCS Trust clients.

“I am the person Capital Group is looking for.”

Provides account administration and operational support for trust accounts
Documents, verifies and corresponds with clients on all aspects of cash processing requests
Prepares workflows for cash transfers, wires, checks or ACH disbursements
Calculates and audits available cash balances in accounting systems.
Opens, maintains, and terminates client accounts.
Initiates activities on trust accounts under the direction of a Trust Officer.
Drafts correspondence and independently communicates with clients to confirm details of account transactions.
Partners with internal departments to identify and resolve complications with client and account activity.
Participates in department and team meeting
May participate in client meetings with a Trust Officer and Private Wealth Advisor to discuss client activity.
Organizes internal follow-ups to streamline communication with the client.
Researches and resolves client queries including, but not limited to, online statement access, website support, address changes, and name changes.
Daily telephone and email communication with the custodian, Private Wealth Advisors and their local relationship teams, client’s advisors, third-party providers and clients.
Works with the Trust officer to ensure transactions are administered in line with ongoing trust provisions.
May assist in the review of trust documents and other legal documents, including wills, codicils, life insurance policies, and partnership agreements:
Facilitates the execution of ongoing trust provisions.
Establishes and maintains recurring income and/or principal cash distributions.
Works with the Special Asset Officer on the set-up and administration of special assets.
Responsible for maintaining transaction and account records which may include scanning, indexing, file retrieval and preparation of documents for file purposes.
Performs additional responsibilities as assigned.

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Reno Base Salary Range: $48,747-$77,995

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits

here

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Capital Group Glassdoor Company Review

4.2