Fiduciary Specialist
Brown Brothers Harriman(6 months ago)
About this role
The Fiduciary Specialist at BBH coordinates and administers trust accounts for various clients while monitoring account transactions to ensure accurate record maintenance. This position involves preparing outlines of estate planning documents, overseeing client interactions, and collaborating with the Administrative Assistant to maintain an up-to-date CRM.
Required Skills
- Trust Accounting
- Client Relations
- Estate Planning
- Documentation Review
Qualifications
- Bachelor’s Degree
- 5+ Years Experience
- Advanced Degree
- 2+ Years Experience
About Brown Brothers Harriman
bbh.comAt Brown Brothers Harriman, we serve the most sophisticated individuals and institutions with expertise through our focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.
View more jobs at Brown Brothers Harriman →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Brown Brothers Harriman
Similar Jobs
Fiduciary Officer II
First Financial Bank Texas(1 month ago)
Associate Trust Officer - Estate & Trust Settlement
Raymond James & Associates, Inc., Research Division(5 days ago)
Tax Liaison Senior – Fiduciary and Estate – Remote
Quantitative Marketing(1 month ago)
Director, Fiduciary Advisory Services
BMO US(6 days ago)
Fiduciary Financial Specialist
Maricopa County(6 days ago)
KPB Trust Officer
KeyBank(1 month ago)