About this role
Trust Associate at Blue Trust Inc. Location: Alpharetta, Georgia, United States. Role: opening accounts, closing accounts, record keeping Requirements: Supports philanthropic trust administration; handles account openings/closings, trust accounting, cash movements, compliance, and client service. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, DMS, Wealthscape, Orion, trust accounting systems Commitment: Full Time Workplace: Onsite Languages: English