BNY

Safeguards and moves assets for investors

Senior Specialist - Fiduciary

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timePittsburgh, PA, USA$59k - $90k /yrIn-person

About the Job

Requirements

A bachelor's degree or equivalent combination of education and experience is required.
Two to five years of experience working with clients, trusts, and/or estates, including fiduciary administration, taxation, or drafting and advising on legal documents.
Strong knowledge of fiduciary nomenclature and practices, trust administration, and client service principles.
Experience working directly with clients, legal advisors, tax advisors, and internal partners in a high-touch environment.
Ability to manage multiple priorities, identify risk, and follow through on assigned matters.
Ability to learn policies and procedures and progress within the role.

Responsibilities

Collaborate with Advisors and Fiduciary Officers on the administration and service of trusts, foundations, and family office client accounts.
Support senior Fiduciary Officers in managing and administering existing client relationships, analyzing and adhering to governing trust agreements, and managing risk and compliance.
Engage directly with clients, co-trustees, Family Office personnel, and external advisors to ensure the organization meets fiduciary standards for complex, multigenerational family relationships.
Administer new business opportunities, onboard client prospects, and support responsible growth of the fiduciary business.
Serve as a resource in developing and delivering estate planning and financial advice aligned with clients' short- and long-term strategic objectives.
Support client service, know-your-customer, records management, reporting, and compliance activities in accordance with applicable policies and procedures.

Desired Qualifications

Certified Trust and Financial Advisor or Certified Financial Planner certification is preferred.
Strong organizational, interpersonal, written, verbal, and presentation skills.
Self-motivated approach and a continuous learning mindset.

We’re seeking a future team member for the role of Senior Specialist, Fiduciary to join our Wealth Management Family Office team. This role is located in Pittsburgh, PA.

In this role, you’ll make an impact in the following ways:

Collaborate with a team of Advisors and Fiduciary Officers focused on the administration and service of Trusts, Foundations and Family Office client accounts
Support senior Fiduciary officers in the management and administration of existing client relationships, as well as the analysis and adherence to the governing trust agreement, risk management and compliance
Direct engagement with clients, co-trustees, Family Office personnel and external advisors to ensure BNY is meeting the highest fiduciary standards as required by complex, multi-generational family relationships
Administer new business opportunities, onboard client prospects, and support the responsible growth of the Fiduciary business
Serve as a resource in the development and delivery of estate planning and financial advice to provide solutions aligned with clients’ short- and long-term strategic objectives
Support client service, KYC, records management, reporting and compliance activities in alignment with applicable policies and procedures

To be successful in this role, we’re seeking the following:

Bachelor’s degree or equivalent combination of education and experience required
2-5 years of experience working with clients, trusts and/or estates, including fiduciary administration, taxation or the drafting/advisement of legal documents.
Strong knowledge of fiduciary nomenclature and practices, trust administration, and client service principles
Experience working directly with clients, legal advisors, tax advisors, and internal partners in a high-touch environment
Excellent organizational, interpersonal, written, verbal, and presentation skills
Self-motivated with the ability to manage multiple priorities, identify risk, and follow through on assigned matters
Continuous learning mindset, with the ability to gain knowledge of policies and procedures to progress within the role
CTFA or CFP preferred

Base Salary Min: 59000

Base Salary Max: 90000

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1784

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