Trust Administrative Assistant (Client Service Associate)
Twdtrust
About this role
The Client Service Associate at The Trust Company of Tennessee supports Relationship Managers by managing client relationships, preparing documentation, and providing administrative assistance to ensure high-quality service. They serve as a liaison between clients, the Client Service Team, and operations, contributing to the firm's commitment to trust and integrity.
Skills
About Twdtrust
thetrust.comThe Trust Company of Tennessee is a Tennessee-based wealth management and trust firm that helps individuals, families, business owners and charities make better decisions with money. It offers wealth management, corporate retirement services, personal trust services, and business succession planning. The firm emphasizes fiduciary stewardship and personalized planning to support clients’ long-term financial goals. Its tagline, "Live Confidently," reflects its focus on helping clients preserve and transition wealth with clarity and care.
About Twdtrust
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Twdtrust.
Salary
$40k – $50k
per year
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