Description
The Trust and Wealth Management Group of Reid and Riege, P.C. is seeking a Trust and Wealth Management Specialist to provide administrative, operational, and project support for high-net-worth clients. The role handles client requests, transactions, account openings and closings, asset transfers, tax-cost research, trust and individual tax information, client communications, meeting materials, and departmental projects. It requires a bachelor's degree, 3–5 years of financial-services experience, wealth-management knowledge, strong communication and organizational skills, and proficiency with Microsoft Word, Excel, and Outlook. The position offers health, dental, and vision insurance, paid leave, retirement contributions, and a Monday-to-Friday schedule with a salary of $50,000–$80,000 per year.
