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Trust Administrator

Newport

in Los Angeles CA

Logo for Newport

Who We Are:

Newport helps companies offer their associates a more secure financial future through retirement plansinsurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced and responsive.

JOB SUMMARY:   The Trust Administrator will work with various Relationship Managers on both discretionary and directed retirement plans and related fiduciary accounts. 

What You Will Do:

  • Assist the Relationship Managers with the processing of deliverables for various SFS trust clients including the initiation of stock and mutual fund trades, wire transfers, check processing, plan sub accounting, and various reconciliation processes
  • Ensure compliance with applicable law, such as controlling documents and internal policies including interacting with compliance professionals and regulatory agencies
  • Provide assistance in processing of administrative reviews, new client onboarding, and ongoing operations of the trust/custodial business.
  • Demonstrate ability to work under pressure in a fast paced environment

 Education, Experience and Certificates, Licenses, Registrations

  • Bachelor’s degree in a business related field or industry experience.
  • Trust system experience necessary (e.g., SEI’s Trust3000).
  • Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe.
  • Able to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
  • There will be minimal travel (up to 5%) 

Competencies

  • Customer Oriented
  • Independent
  • Integrity
  • Personable
  • Problem Solver
  • Resourceful
  • Team Player
  • Time Management
  • Detail Oriented

Newport offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check and fingerprints.)

Newport unequivocally rejects racism and discrimination of any kind and fosters an environment of belonging to provide access and opportunity for all.  As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identify, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.

How to Apply

Apply Now


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