Job Description

Summary:

Our award-winning client is seeking a Trust Administrator to deliver high quality service and solutions to their clients. This role must demonstrate proper effort, attitude and discipline to work in a growing and fast paced company. This person must be service and solutions oriented to administer client trusts and develop and maintain relationships with financial advisors, investment advisors, trust clients, trust beneficiaries, and other interested parties.

Responsibilities:

• Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
• Ensure receipt of proper documentation for new account openings and account terminations.
• Review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting and all other aspects of each trust.
• Resolve other trust issues.
• Be knowledgeable in fiduciary law, investments, tax, and other aspects of trusts.
• Work with colleagues to retain and expand existing client relationships.
• Work closely with Investment personnel to support trust requirements.

Required Qualifications:

• 1 - 15 years of Personal Trust Administration experience.
• Familiarity with Compliance and Regulation in the Trust arena.
• Attend to details while maintaining a big-picture orientation.
• Understanding of various types of investments and strategies.
• Work with minimal oversight, make non-routine decisions and bring complex problems to management for guidance.
• Communicate effectively, both orally and in writing, with all organizational levels.