Trust Administrator - Finance for Immigration Law Firm

Job Summary: We are seeking a Trustee to join our team.
The Trustee will be responsible for managing and overseeing various financial assets and investments on behalf of clients.
The ideal candidate should possess a strong background in financial services, wealth management, and investment management.
Duties: - Establish and maintain relationships with clients to understand their financial goals and objectives - Manage cash flow and liquidity needs for clients' accounts - Provide tax planning strategies and advice - Develop and implement wealth management plans tailored to individual client needs - Execute trades and monitor investment portfolios - Conduct financial analysis and create reports for clients - Ensure compliance with all regulatory requirements Skills: - Relationship management - Cash management - Tax planning - Wealth management - Sales experience in financial services - Investment management - Financial planning expertise - Strong accounting skills - Portfolio management proficiency This position offers the opportunity to work in a dynamic financial environment, providing valuable experience in managing diverse portfolios and interacting with high-net-worth clients.
If you have a passion for finance and possess the required skills, we encourage you to apply for this rewarding position.
Job Type: Full-time Pay: $45,000.
00 - $55,000.
00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible spending account * Health insurance * Life insurance * Paid time off * Vision insurance Physical setting: * Office Schedule: * 8 hour shift * Day shift * Monday to Friday * Weekends as needed Ability to Relocate: * San Antonio, TX 78207: Relocate before starting work (Required) Work Location: In person