Relationship Associate
Franklin Resources, LLC., Broomall, PA, United States
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. Primary Responsibilities
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. Ideal Qualifications, Skills & Experience
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 Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary 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. 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.
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. Primary Responsibilities
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. Ideal Qualifications, Skills & Experience
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 Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary 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. 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.