CASY-MSCCN Jobs

Description

Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

The Senior Trust Ops Specialist will serve as a key point of contact for our client facing teams. Primary tasks include completing probate accountings for trusts, preparing MS9 and MS10 town accountings, the a ccurate and timely processing of state and federal estimate and balance due payments and calculating and executing periodic payments for select Instututional accounts. The candidate will support our Trust, Agency and Institutional clients. Successful candidate will work in a team-oriented environment with our Private Advisors and other operations/support teams to deliver a seamless experience for our clients. The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of client satisfaction. Ability to handle difficult client situations is critical. Must be detail-oriented, work with a high degree of accuracy and be able to handle multiple issues and meet short deadlines. He/She will be responsible for completing assigned tasks within established deadlines and in accordance with policies and procedures.

Specific functions may include:

• Completing probate accounting for trusts

• Preparing MS9 and MS10 town accountings

• The accurate and timely processing of state and federal estimate and balance due payments

• Calculating and executing periodic payments for select Institutional accounts

• Reviewing new accounts on the department's accounting system to ensure clients receive correct tax forms and returns

• Reviewing closing accounts to ensure accurate tax preparation fees are taken and reserves are set aside, where necessary

• Generating metrics reporting for senior management

• Independently researching complex internal and external inquiries

• Assuming responsibility for other functions as needed to support the administration of Private Wealth clients

Qualifications

Qualifications (required)

• Education: Bachelor’s Degree

• Willingness to work on-site at the company’s Johnston, RI office

• 4 years + Financial Services experience

• Knowledge of investment products

• Knowledge of cash reconciliations

• Excellent communication skills

• Strong organization, time management and analytical skills

• Attention to detail and understands the importance of data accuracy

• Ability to identify issues and drive for resolution

• Knowledge of Microsoft Office (Word, Excel, Outlook), ability to manage excel spreadsheets

• Aptitude for learning and working in a service and team environment with a sense of urgency

• Ability to perform responsibilities accurately and independently, in a fast paced multi-task environment

• Ability to prepare client materials in an accurate, complete and professional manner

• Ability to prioritize and handle large inflows of workload during peak processing times

  Qualifications (Preferred)

• Experience providing operational support for Trust/investments accounts for high net worth clients in a Private Bank

• Experience using the InnoTrust accounting platform

• Experience using OneSource tax software

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.