Trust Administrator

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).   Hightower Trust Company is a wholly owned subsidiary of Hightower and exclusively serves Hightower’s advisors and their clients. Hightower Trust Company provides fiduciary services and investment management oversight to help preserve clients’ wealth, giving them peace of mind that their trusted professionals will be there to support their families for years to come.    Your Future Team  Reporting to the Vice President, Investment Management, Trust Company, the Trust Administration team provides exceptional service to financial advisors and clients by accurately and efficiently managing all accounts and ensuring the terms of the governing document are followed, mitigating risk within accounts, and following all policies and procedures. The team maintains strong working relationships with Hightower’s registered investment advisors and provides superior customer service to trust beneficiaries. The Trust Administrator is responsible for assisting Trust Officers and directors in administering accounts, processing cashiering, and completing account maintenance.     What You’ll Do Client Services  Respond to client inquiries in accordance with our service standards  Research various account-related matters for clients or Trust Officers  Account Administration  Assist with post-acceptance and annual administrative account reviews  Assist with account maintenance  Operations  Collaborate with Trust Operations to accurately and promptly set up distributions and other disbursements  Prepare and review daily custodial reports (Trust Company distributions, periodic payments, and overdrafts)    What You’ll Bring          Bachelor’s degree  3 years of trust administration and/or estate planning experience; fiduciary trust administration  Practical experience in the RIA and/or wealth management environments  CTFA or ATFA designation preferred  Ability to work in a fast-paced environment, including excellent time management skills and the ability to balance multiple competing priorities  Strong analytical skills, including the ability to research problems, determine root causes, and identify and implement solutions  Superior organizational skills and the ability to handle multiple priorities with grace without sacrificing quality, accuracy, or deadlines  Laser-focused attention to detail  Proficiency in Microsoft Office applications  Excellent interpersonal, written, and verbal communication skills and the ability to deal effectively with a variety of people  Ability to work independently and efficiently and also to work well in a group setting  Highly motivated self-starter  Knowledge of the principles of trust administration    What We Offer Coverage on the first day of employment for medical, dental, and vision insurance Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) Mother’s lounge onsite Flexible PTO plan In-office Monday through Thursday and work from home on Fridays Free brand-new gym in the Chicago office 401k matching plan HSA employer contributions Student loan assistance Pet insurance Base salary of $80,000- $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)   AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.   You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.