Client Administration Associate

Skillcloudhcm
Knoxville, US
On-siteCareer-pivot friendly

Who this role is best for

Best suited to mid-level professionals with trust administration experience working in wealth management.

Best fit for

  • Trust administration professionals seeking a support role in wealth management
    — “administrative functions related to the ongoing maintenance of trust accounts”
  • Individuals with experience in estate services or nonprofit financial management
    — “providing asset management, trust administration, and estate services”

Things to consider

  • Knoxville-based position requiring on-site presence for trust administration
    — “join their team in Knoxville, TN”

How to stand out

  • Demonstrate specific experience with trust account maintenance processes
    — “ongoing maintenance of trust accounts”
  • Show examples of supporting senior account managers in past roles
    — “provides support/back up to the client account manager”
  • Highlight any specialized knowledge of estate services or nonprofit financial structures
    — “estate services to individuals, families, nonprofits, and corporations”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · IndividualLevel · Junior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • perform administrative functions related to trust accounts
  • provide support to client account manager
Typical background
administrative functions in trust accounts

Skills & requirements

Required

Trust AdministrationClient Account ManagementAdministrative Functions

Preferred

Asset ManagementEstate Services

Stack & domain

Trust AdministrationEstate ServicesAsset ManagementAdministrative FunctionsCustomer SupportTeamworkTrust ManagementWealth Management

About the role

Original posting from Skillcloudhcm via Lever

TCV Trust & Wealth Management / Client Administration Associate

TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Client Administration Associate to join their team in Knoxville, TN.

The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager.

Source: Skillcloudhcm careers (Lever)

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