Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Fiduciary Services Administrator I.
United States Jobs Expertini

Urgent! Fiduciary Services Administrator I Job Opening In Pennington New Jersey – Now Hiring Tailored Management

Fiduciary Services Administrator I



Job description

Fiduciary Services Administrator I

Location:
1300 Merrill Lynch Dr., Pennington, NJ 08534

Pay Rate: $18.64/hour on W2 (paid weekly)

Schedule: Monday - Friday, 8AM - 5PM.

Start Date: November, pending onboarding completion.

Contract: Initial 12-month contract

Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs

Access to Health Benefits



Overview




We are seeking a highly organized and detail-oriented Fiduciary Services Administrator to provide specialized administrative and operational support within the Private Bank's Trusteed Individual Retirement Account (TIRA) line of business.

This role is crucial to ensuring the accurate, efficient, and compliant delivery of IRA account services to our high-net-worth clients and internal partners.

The ideal candidate must be able to work independently, manage transactional tasks, and maintain strong professional relationships with client-facing officers and external stakeholders.


Key Responsibilities:



Administrative & Operational Support


  • Serve as the primary support contact for servicing activities related to Trusteed Individual Retirement Accounts (TIRA).

  • Perform routine and specialized administrative duties independently, including account maintenance and the accurate execution of complex TIRA account opening processes.

  • Process all TIRA money movement and tax-related transactions (e.g., contributions, distributions, rollovers) while ensuring compliance with internal policies and regulatory requirements.

  • Perform general office duties, such as file retrieval, optical imaging, filing, copying, ordering supplies, and managing routine correspondence (letters/emails) and phone calls.

  • Act as a point of contact for clients, internal partners, and external partners, providing timely and professional assistance.


Fiduciary & Stakeholder Coordination


  • Provide dedicated administrative support to Specialized Fiduciary Officers, National Trust Services Managers, Team Leaders, and the National Executive team.

  • Work closely with client-facing Trust Officers and Administrators to ensure accurate and efficient delivery of account-level services.

  • Coordinate and facilitate the flow of information and activities with various internal support groups (e.g., Tax, Compliance, Operations, Technology) and external business partners (e.g., Attorneys, CPAs, Fiduciary Accountants, third-party vendors).

  • May be accountable for managing smaller, less complex client situations that require a fundamental understanding of fiduciary processes.

  • May be asked to participate in projects, prepare detailed reports, and conduct research as needed to support the team's objectives.

  • Serve as a backup for Officers, demonstrating a foundational knowledge of the business.





Desired Experience & Skills


  • 1 – 3 years of administrative experience in a financial field is preferred, with a focus on retirement accounts (IRA) or within a Private Bank/Merrill environment.

  • Superior organizational skills and proven detail-orientation are essential.

  • Excellent oral and written communication skills, with a demonstrated ability to communicate effectively with clients and professional partners.

  • Ability to work independently and manage a high volume of routine and complex administrative tasks.

  • Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint) is required.


Note: This is a position that requires working closely with fiduciary and client-centric solutions, therefore, a strong commitment to client service and adherence to bank policies, procedures, and Core Values is expected.


Required Skill Profession

Other General



Your Complete Job Search Toolkit

✨ Smart • Intelligent • Private • Secure

Start Using Our Tools

Join thousands of professionals who've advanced their careers with our platform

Rate or Report This Job
If you feel this job is inaccurate or spam kindly report to us using below form.
Please Note: This is NOT a job application form.


    Unlock Your Fiduciary Services Potential: Insight & Career Growth Guide


  • Real-time Fiduciary Services Jobs Trends in Pennington, New Jersey, United States (Graphical Representation)

    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Fiduciary Services in Pennington, New Jersey, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 56001 jobs in United States and 2124 jobs in Pennington, New Jersey. This comprehensive analysis highlights market share and opportunities for professionals in Fiduciary Services roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

  • Are You Looking for Fiduciary Services Administrator I Job?

    Great news! is currently hiring and seeking a Fiduciary Services Administrator I to join their team. Feel free to download the job details.

    Wait no longer! Are you also interested in exploring similar jobs? Search now: .

  • The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Tailored Management adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:
    • 1. Independence
    • 2. Loyalty
    • 3. Impartiality
    • 4. Integrity
    • 5. Accountability
    • 6. Respect for human rights
    • 7. Obeying United States laws and regulations
  • What Is the Average Salary Range for Fiduciary Services Administrator I Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Pennington New Jersey. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

  • What Are the Key Qualifications for Fiduciary Services Administrator I?

    Key qualifications for Fiduciary Services Administrator I typically include Other General and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

  • How Can I Improve My Chances of Getting Hired for Fiduciary Services Administrator I?

    To improve your chances of getting hired for Fiduciary Services Administrator I, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

  • Interview Tips for Fiduciary Services Administrator I Job Success
    Tailored Management interview tips for Fiduciary Services Administrator I

    Here are some tips to help you prepare for and ace your job interview:

    Before the Interview:
    • Research: Learn about the Tailored Management's mission, values, products, and the specific job requirements and get further information about
    • Other Openings
    • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
    • Dress Professionally: Choose attire appropriate for the company culture.
    • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
    • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
    During the Interview:
    • Be Punctual: Arrive on time to demonstrate professionalism and respect.
    • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
    • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
    • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
    • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
    • Follow Up: Send a thank-you email to the interviewer within 24 hours.
    Additional Tips:
    • Be Yourself: Let your personality shine through while maintaining professionalism.
    • Be Honest: Don't exaggerate your skills or experience.
    • Be Positive: Focus on your strengths and accomplishments.
    • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
    • Turn Off Phone: Avoid distractions during the interview.
    Final Thought:

    To prepare for your Fiduciary Services Administrator I interview at Tailored Management, research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Tailored Management's products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

  • How to Set Up Job Alerts for Fiduciary Services Administrator I Positions

    Setting up job alerts for Fiduciary Services Administrator I is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!