Relationship Associate

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. Relationship Associate  Our Radnor, PA office, approximately 30 minutes outside of Philadelphia, is hiring a Relationship Associate to join our office of approximately 50 investment and trust professionals. The Associate will provide daily support to our internal Trust Officers and interact with clients on a regular basis, managing ongoing client deliverables.  Associates have an opportunity to gain knowledge and experience related to investment management, trust and estate services, and client service. The Associate’s responsibilities will grow as their knowledge and skills progress, providing the opportunity to handle more sophisticated client needs and to develop the Associate’s career within Fiduciary Trust.   What are the primary responsibilities of a Relationship Associate?  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 and approves 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. What ideal qualifications, skills & experience would help someone to be successful? Education & Experience:   Bachelor’s degree or equivalent experience 2-5 years’ experience in financial services with client-facing experience preferred Knowledge of wealth management industry desired Trust Administration background and knowledge highly preferred; ability to review and interpret trust language a strong plus Knowledge, Skills, & Abilities: 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 written and verbal communication skills Skilled in Microsoft Word, Excel, and PowerPoint Ability to work in our Radnor, PA office a minimum of three days per week Learn More: Click below to learn more about Fiduciary Trust – Fiduciary Trust International The Story of Fiduciary Trust International Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $70,000 - $85,000, depending on level of relevant experience, plus bonus. #LI-US #Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.    By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.  Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.  If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.