Senior Trust Specialist
LPL Financial(18 days ago)
About this role
LPL Financial is hiring a Senior Trust Specialist responsible for providing exceptional customer service and supporting trust administration functions for high-net-worth clients. The role involves coordinating with clients, advisors, and attorneys, and handling various trust-related activities to ensure client satisfaction.
Required Skills
- Trust Administration
- Client Service
- Trust Documents
- Estate Planning
- Investments
- Microsoft Office
- Time Management
- Problem Solving
- Communication
- Relationship Management
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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