Trust Associate

Who We Are:

Cornerstone Private Asset Trust Company is a boutique firm built on relationships, flexibility, and a shared commitment to doing what’s best for our clients. We operate as a highly collaborative team where everyone contributes, supports one another, and steps in where needed—regardless of title.

As part of the BGM Group, we partner across tax, wealth management, and advisory services to deliver a fully integrated client experience. Internally, that same collaboration defines how we work—without silos or rigid role boundaries.

Trust and estate services are at the core of what we do. We work closely with individuals and families to administer trusts, manage assets, and ensure their long-term goals are carried out with care and precision.

Primary Purpose:

We are seeking a detail-oriented and client-focused Trust Associate , to support our Trust Administration team.

This role serves as a key point of contact for clients while providing administrative and operational support to Trust Officers. The ideal candidate enjoys working with people, managing details, and contributing to a collaborative environment where client service is the top priority.

What This Role Looks Like:

This position supports the day-to-day administration of trust accounts and client relationships. You will work closely with Trust Officers to assist with client service, account administration, documentation management, meeting preparation, and trust operations.

Success in this role requires strong organizational skills, attention to detail, professionalism, and a commitment to delivering a high-quality client experience.

Responsibilities Include:

Client Service & Relationship Support

Welcome and assist clients in person and by phone, determining needs and directing inquiries appropriately

Respond professionally and promptly to client questions and concerns

Support Trust Officers with client communications and ongoing relationship management

Assist with client meeting preparation, scheduling, account data gathering, and presentation materials

Maintain confidentiality when handling sensitive client and account information

Trust Administration & Operations

Assist with new account onboarding and account terminations

Understand fiduciary concepts and support proper trust account administration

Utilize trust accounting systems to enter and maintain transactions accurately and timely

Assist with trust distributions, account maintenance, and operational activities

Support officers with tax-related matters, including reports, returns, payments, and client communications

Coordinate with internal teams and external professionals as needed

Administrative & Team Support

Maintain client files, correspondence, and records in appropriate physical and electronic locations

Perform administrative duties including scanning, filing, photocopying, and document management

Schedule meetings and coordinate logistics

Maintain accurate documentation and reporting records

Assist with special projects and process improvements

Support team priorities and contribute wherever needed to ensure exceptional client service

Team Contribution (Key to Success)

Foster a collaborative, team-first environment

Take initiative and demonstrate ownership of responsibilities

Adapt to changing priorities and support firm-wide goals

Contribute ideas for improving processes and enhancing the client experience

Maintain a positive, professional, and solutions-oriented attitude

Preferred Qualifications & Skills

Bachelor's degree in Accounting, Business Administration, Economics, Finance, or related field preferred

Three to five years of financial services, banking, trust administration, wealth management, or related experience preferred

Experience in trust administration, investments, or wealth management is a plus

Strong organizational and time management skills

Exceptional attention to detail and accuracy

Excellent written and verbal communication skills

Strong client service orientation and professional demeanor

Ability to manage multiple priorities and meet deadlines

Proficiency in Microsoft Office Suite

Experience with trust accounting systems or financial software is a plus

Position Competencies

Effective Communicator

Client Focused

Team Player

Detail Oriented

Organized

Cornerstone Competencies

Maintain confidentiality

Uphold Cornerstone's mission, vision, and values

Follow policies, procedures, and internal controls with integrity and professionalism

Demonstrate ethical decision-making and accountability

Observe safety and security procedures

Maintain dependable attendance and ensure responsibilities are covered when absent

Who Should Apply

You enjoy building relationships and helping clients

You thrive in a collaborative team environment

You are highly organized and detail-oriented

You can manage multiple priorities while maintaining accuracy

You are interested in building a career in trust administration and wealth management

You take pride in providing exceptional service and support

What You'll Love About Us

Meaningful Work: Support individuals and families by helping administer trusts and preserve legacies.

Collaborative Culture: Work alongside experienced professionals in a supportive, team-oriented environment.

Career Growth: Gain exposure to trust administration, fiduciary services, and wealth management with opportunities for professional development.

Comprehensive Benefits: Competitive benefits package including health, dental, vision, life insurance, disability coverage, paid time off, paid holidays, and 401(k).

Flexibility & Support: Join a workplace that values autonomy, teamwork, and work-life balance.

Not Sure You Meet Every Qualification?

We encourage you to apply. We're looking for individuals who bring the right combination of experience, professionalism, curiosity, and commitment to client service. If you're excited about growing your career in trust administration and wealth management, we'd love to hear from you.

Equal Employment Opportunity Statement

Cornerstone Private Asset Trust Company, LLC is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are based on qualifications, merit, business needs, and individual performance without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.

We value diversity and believe that different perspectives strengthen our team, enhance innovation, and improve the service we provide to our clients and communities.