Job Overview
Employment Type
Full-time
Compensation
Salary
Range $52,000.00 - $60,000.00
Work Schedule
Standard Hours
Job Description
Fiduciary Trust International is a premier investment and wealth management firm dedicated to growing and protecting wealth across generations. The firm offers a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. With a team of investment managers, tax and estate planning professionals working together, Fiduciary Trust International develops holistic strategies designed to optimize clients' portfolios while minimizing tax impacts. As a fiduciary, the firm provides unbiased advice that always serves the best interests of its clients, ensuring no conflicts of interest or competing benefits. They provide boutique customization and deep expertise through specialized investment, tax, and planning strategies, backed by sophisticated technology and custody platforms.
Owned by Franklin Templeton, a global leader in asset management, wealth management, and fintech, Fiduciary Trust International benefits from a wide range of resources and global reach. Franklin Templeton's presence in over 150 countries with offices on six continents offers a vibrant and diverse professional environment. This exposure to different cultures, client profiles, and business developments worldwide adds a unique dimension to the firm's operations and growth.
The Radnor, PA office, located approximately 30 minutes from Philadelphia, is currently seeking a Receptionist / Office Manager to join its team of about 60 investment and trust professionals. This role is vital as the frontline representative of the firm, responsible for creating a warm and professional experience for all visitors and clients. The Receptionist / Office Manager manages essential administrative and operational functions to ensure the office runs smoothly and efficiently.
The successful candidate will greet visitors professionally and warmly, providing a positive first impression of the firm. They will coordinate hospitality for meetings, prepare conference rooms, manage food and catering arrangements, and ensure office equipment is maintained and functional. Responsibilities also include ordering office supplies through the Coupa procurement system, assisting with marketing efforts, event planning coordination, and providing ad hoc project support.
Work hours require the ability to be on-site in the office five days a week with flexibility to start early when needed, especially in preparation for client meetings and events. The company offers a competitive salary range of $52,000 to $60,000 annually, depending on experience, plus a discretionary bonus. Additional benefits include a comprehensive health care plan, 401(k) with generous matching, paid time off, employee stock investment programs, and extensive career development resources.
Fiduciary Trust International and Franklin Templeton emphasize a culture of diversity, inclusivity, and employee well-being. The firm provides ample learning opportunities, supportive tools, and resources for personal and professional growth. They are committed to equal opportunity employment and provide accommodations for applicants with disabilities or medical conditions. Joining Fiduciary Trust International means becoming part of a global, dynamic, and supportive organization dedicated to excellence in wealth management and client service.
Owned by Franklin Templeton, a global leader in asset management, wealth management, and fintech, Fiduciary Trust International benefits from a wide range of resources and global reach. Franklin Templeton's presence in over 150 countries with offices on six continents offers a vibrant and diverse professional environment. This exposure to different cultures, client profiles, and business developments worldwide adds a unique dimension to the firm's operations and growth.
The Radnor, PA office, located approximately 30 minutes from Philadelphia, is currently seeking a Receptionist / Office Manager to join its team of about 60 investment and trust professionals. This role is vital as the frontline representative of the firm, responsible for creating a warm and professional experience for all visitors and clients. The Receptionist / Office Manager manages essential administrative and operational functions to ensure the office runs smoothly and efficiently.
The successful candidate will greet visitors professionally and warmly, providing a positive first impression of the firm. They will coordinate hospitality for meetings, prepare conference rooms, manage food and catering arrangements, and ensure office equipment is maintained and functional. Responsibilities also include ordering office supplies through the Coupa procurement system, assisting with marketing efforts, event planning coordination, and providing ad hoc project support.
Work hours require the ability to be on-site in the office five days a week with flexibility to start early when needed, especially in preparation for client meetings and events. The company offers a competitive salary range of $52,000 to $60,000 annually, depending on experience, plus a discretionary bonus. Additional benefits include a comprehensive health care plan, 401(k) with generous matching, paid time off, employee stock investment programs, and extensive career development resources.
Fiduciary Trust International and Franklin Templeton emphasize a culture of diversity, inclusivity, and employee well-being. The firm provides ample learning opportunities, supportive tools, and resources for personal and professional growth. They are committed to equal opportunity employment and provide accommodations for applicants with disabilities or medical conditions. Joining Fiduciary Trust International means becoming part of a global, dynamic, and supportive organization dedicated to excellence in wealth management and client service.
Job Requirements
- High school diploma or GED required
- 2 plus years of experience in a professional environment
- Positive and friendly attitude professionalism confidentiality accuracy and teamwork
- Highly organized detail-oriented and able to manage multiple priorities
- Strong written verbal and interpersonal communication skills
- Strong customer service skills and MS Office experience
- Flexible and available for early office start times as needed
Job Qualifications
- High school diploma or GED required college degree or some college coursework a plus
- 2 plus years of experience in a professional environment
- Demonstrates a positive and friendly attitude professionalism confidentiality accuracy and teamwork
- Highly organized detail-oriented and able to manage multiple priorities
- Strong written verbal and interpersonal communication skills
- Strong customer service skills and MS Office experience
- Must be flexible and available for early office start times as needed
Job Duties
- Serve as office receptionist greeting visitors in a friendly professional manner
- Provide administrative support maintaining the overall operation and efficiency of the office
- Coordinate hospitality by preparing conference rooms food and catering for meetings
- Ensure office equipment functions properly contacting vendors for repairs as needed
- Order office supplies using the Coupa procurement ordering system
- Assist with marketing efforts and event planning coordination and provide ad-hoc project support
- Perform other administrative tasks as needed
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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