Cozen O'Connor
Senior Trust Administrator (Finance)
Cozen O'Connor is seeking a full-time Senior Trust Administrator to join the firm's growing HOMEBASE Family Office Services practice (HomeBase). You will be expected to maintain subject matter expertise, industry best practices standards, a great, friendly attitude and a desire to help the team around you succeed. This position will be based in Boca Raton, Florida.
This position requires a professional who communicates effectively with attorneys, paralegals, clients, investment professionals, bank personnel, insurance agents, etc. The ideal candidate will have 8+ years of experience administering trust accounts, or preparing personal and/or fiduciary income taxes, or working in a family office, or similar work-experience background, and the ability to balance multiple tasks in a fast paced environment. He or she will manage client confidential information with discretion, and have access to a wide range of tax, trust and estate planning issues, investment reporting, financial planning and analysis.
Responsibilities and Duties
Qualifications:
Cozen O'Connor is an Equal Opportunity Employer, including disabled and veterans.