TEAM - Employment Services for Trust Fiduciaries
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TRUSTED EMPLOYEE ADMINISTRATION & MANAGEMENT

When a fiduciary (such as a trust administrator, guardian, or family wealth advisor) pays someone to work with a beneficiary, they not only take on administrative burdens, but must also recognize the added risk of employment liability. As the employer of record, TEAM provides a single, seamless solution to both challenges by eliminating the hassles of employee administration and protecting the trust from employment-related risk.

TRUSTED NATIONWIDE

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HUNDREDS OF PROMINENT BANK AND TRUST CLIENTS

Our valued clients include corporate banks, private fiduciaries, guardians, and trust administrators nationwide.

THOUSANDS OF EMPLOYEES NATIONWIDE

We employ the people who provide services to our clients’ beneficiaries.

9.6/10 AVERAGE CLIENT SATISFACTION RATING

The best measure of how we’re doing is what our clients say about us. We hold ourselves to an extremely high level of client service, and are proud to be able to maintain and constantly improve that standard.

We provide complete employment services so you can focus on growing your business

EMPLOYEE ADMINISTRATION

We manage all aspects of employee administration – including day-to-day management, issue resolution, wage reporting, compliance, and more – so that our clients don’t have to.

PAYROLL PROCESSING

Our in-house payroll processing team delivers flexible, accurate, and reliable payroll processing, including proper withholding for taxes and social security.

HR ADMINISTRATION

Our flexible model allows beneficiaries and families to recommend applicants they know and trust. TEAM makes the necessary employment verifications, manages hiring and termination, and is there to manage any employment issues that arise.

BENEFITS ADMINISTRATION

We offer an Affordable Care Act qualified employee health plan to eligible, full-time employees.

EMPLOYMENT LAW EXPERTISE

Our legal team has years of expertise managing the complexities of employment law for the benefit of our clients.

WORKPLACE INSURANCE

As the employer of record, any issues that arise are the liability of TEAM and not the trust. In addition, TEAM maintains a full complement of workplace insurance policies to ensure that employees are cared for and trust assets are protected.

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WHAT OUR CLIENTS SAY

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In Our Most Recent Client Survey

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WE ARE PROUD TO SERVE HUNDREDS OF CLIENTS, INCLUDING:

Wells Fargo
US Bank
Comerica
BNY Mellon
Northern Trust
Cadence Bank
Sun Trust
RBC Trust Co.
City National Bank

Fifth Third Bank
Key Bank
Deutsche Bank & Trust Co.
BB&T
TD Wealth Management
Bank of the West
West America

and more…

CONTACT US TO LEARN MORE

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8530 La Mesa Blvd., Suite 200
La Mesa, CA 91942

contact@team-risk.com  |  877-767-8728