Temporary Project Resource

Temporary Project Resource Overview

• The Temporary Project Resource will support a complex asset transfer project involving trusts and investment documentation.
• Assist the investment team with administrative and documentation tasks related to asset transfers.
• Execute high-volume, detail-oriented tasks to ensure accurate and timely project completion.
• Collaborate remotely with the investment team and FBFO Operations for guidance and approvals.
• Maintain confidentiality while handling sensitive personal and financial information.
• Opportunity to gain experience in trust administration and investment-related documentation.
• Utilize organizational skills to manage and track multiple transactions simultaneously.
• Fully remote work arrangement available, providing flexibility and convenience.

Temporary Project Resource Key Responsibilities & Duties

• Manage and track 40-60 asset transfer transactions, ensuring accuracy and compliance.
• Prepare transfer agreements, subscription documents, and investor certifications.
• Compile KYC/AML documentation packages tailored to manager specifications.
• Build and maintain a comprehensive tracker outlining progress and next steps.
• Review requirements from fund managers and track follow-up items across workflows.
• Escalate document questions and coordinate next steps with investment team and FBFO Ops.
• Ensure accuracy and consistency in handling detailed, process-driven documentation tasks.
• Maintain discretion and sound judgment when handling confidential information.

Temporary Project Resource Job Requirements

• Bachelor of Arts (BA) degree required, preferably in a related field.
• Minimum 3 years of experience; 7 years preferred in relevant roles.
• Paralegal experience or familiarity with trusts and estate planning documents preferred.
• Proficiency in Microsoft Office suite or similar tools for project tracking.
• Experience in financial services, family office, or legal services beneficial.
• Exceptional attention to detail and organizational skills required.
• Ability to manage high-volume, repetitive tasks with accuracy and consistency.
• Comfortable working independently in a remote environment.