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Relationship Associate
| Company | Franklin Resources |
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| Location | Villanova, PA, USA |
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| Salary | $70000 – $85000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- Bachelor’s degree or equivalent experience
- 2-5 years’ experience in financial services with client-facing experience preferred
- Trust Administration background and knowledge highly preferred; ability to review and interpret trust language a plus
- Paralegal certificate or paralegal background helpful, but not required
- Desire to learn and grow within the client service model
- Knowledge of industry desired
- Detail-oriented with the ability to multi-task and meet deadlines
- Ability to work in a team-oriented environment while balancing the needs of the client
- Effective interpersonal skills and relationship building skills
- Ability to maintain confidentiality and handle client account information with discretion
- Strong oral and written communication skills
- Skilled in Microsoft Word, Excel and PowerPoint
Responsibilities
- Works with Trust Officers and Portfolio Managers on family relationships (clients), including account administration, preparing wealth projections, account reviews, preparation of PowerPoint presentations for client meetings, and may include attending client meetings.
- Reviews trust documents and ensures all transactions are in compliance with the trust agreement and state laws.
- Works closely with our Trust Officers to establish and maintain client contact. While working with the Trust Officer, acts as a key point of contact for clients and intermediaries with accountants, attorneys, and other advisors.
- Initiates wire transfers, discretionary principal payments, currency transactions, bill paying, and gifts & other wealth transfers.
- Coordinates trust terminations and account closings in coordination with our Trust Counsel and Tax Department.
- New Account Openings: Reviews account openings with Trust Officer to determine proper administration of account, state law requirements, beneficiaries, tax situs, fee analysis, and similar new account responsibilities.
Preferred Qualifications
- Trust Administration background and knowledge highly preferred; ability to review and interpret trust language a plus
- Paralegal certificate or paralegal background helpful, but not required
- Desire to learn and grow within the client service model
- Knowledge of industry desired
