Job description

Job Title: Trustee Support -Client Relationship Manager

Location: Remote

Job Type: Full Time

Summary:

Are you looking for an EXCITING CAREER OPPORTUNITY with a FUN and GROWING TEAM?

SCJ Fiduciary Services provides administrative support services to Independent Trustees. We take pride in the support we provide through ESOP transactions as well as post transaction for our ongoing clients. The commitment we’ve made to superior service has allowed our company to grow by leaps and bounds. We currently provide ongoing trustee support to Employee-Owned companies throughout the United States.

We believe the key to our success is the diversity and talents of our team. Would you like to become the next member of our dynamic team? We are seeking a Client Relationship Manager to help serve our growing portfolio of clients. To be a part of our incredible team you must be a self-starter, great with time management, willing to do a little bit of traveling, and can work both independently and as part of a team. A successful candidate must be capable of leading and supporting client communications through a variety of channels.

Responsibilities:

• Manage a book of ESOP accounts for individuals who serve as a trustee
• Coordinate day to day account transactions
• Prepare valuation report review documents and assist in analyzing reports
• Review account related documents, including record keeping report, plan legal documents, financial statements etc.
• Reconciliation of ESOP account assets and liabilities
• Work with clients to answer ESOP related questions
• Interface with the trustees to coordinate account activities and sharing of information
• Work with outside advisors (valuation, legal, accounting, etc.) as necessary
• Travel to clients when requested
• Attend conferences

Ideal Qualifications:

• Possess a Bachelor’s Degree in Accounting or Finance or similar work experience
• Financial background compatible with valuation, deal analysis, and reviewing of legal deal documents

Benefits Include:

• Extremely competitive base salary and bonus opportunities ($100k - $115k + Bonus)
• Unlimited paid time off (As long as you get your work done, we are flexible with when and where you do it!)
• Health Insurance
• Company paid retirement benefit through a cash balance plan
• Continuing Education Opportunities
• Opportunities for OWNERSHIP

Job Type: Full-time

Pay: $100,000.00 - $115,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Retirement plan

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: Remote

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