Job Description
The Crosby Company is a family office responsible for wealth management and preservation for multiple branches and generations of a single family. The Crosby Company and its affiliates provide trust administration, investment, and tax planning and compliance services, among others.
Job Summary:
The position of Associate Trust Officer (ATO) involves assisting Trust Officers and Trust Advisors in managing personal, trust and partnerships accounts, ensuring compliance with legal regulations and providing exceptional client service. Expectations for this role include meticulous record-keeping, transaction processing, proactive problem solving, and collaboration with other departments and Trust Operations team. The ATO should possess a strong understanding of trusts coupled with excellent organizational, communication and analytical skills to ensure the smooth administration of all accounts while maintaining compliance and client satisfaction.
Responsibilities:
Qualifications:
Beacon Trust Company is an Equal Opportunity Employer . We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences comprising our workforce. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, genetic information, gender identity or any other applicable characteristics protected by law. We are committed to building an inclusive, high-performance organization reflecting diverse backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.
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