Trust Administrator Jobs
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
management, investments, tax, and legal teams to provide a holistic client experience Participate in business development initiatives, including client onboarding, cross-selling of services, and referral...
Now Hiring: Trust Officer - Immediate Opening
- West Palm Beach, FL
- 3 hours ago
- West Palm Beach, FL
- 3 hours ago
management, investments, tax, and legal teams to provide a holistic client experience Participate in business development initiatives, including client onboarding, cross-selling of services, and referral...
Associate Trust Officer - Associate Fiduciary Specialist
- Minneapolis, MN
- 12 hours ago
- Minneapolis, MN
- 12 hours ago
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account...
lending....
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
Senior Trust Officer Our client is seeking a highly experienced VP/SVP Trust Officer proficient in administering trusts, managing intricate fiduciary accounts, and overseeing fiduciary associates...
Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments...
lending....
maintenance Ensures all fiduciary standards and Private Bank/regulatory compliance and risk policies are understood, align with our risk framework, and consistently applied within the market Monitors...
exercising discretion, managing risk, and conducting periodic trust reviews Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account...
CLO Deal Admin Trust Manager Broadly Syndicated Loans
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
External Applicants: Please apply through Prosperity Bank's Career Center at. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you...
lending....
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs Nationwide
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Know Your Customer
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Wealth Management
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Investment Banking
- Investment Management
- Financial Planning
- Portfolio Management
- Taxes
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounts Payable
- Closing
- Business Development
- Accounting
- Process Improvement
- Customer Relations
- Decision Making
- Reporting
- Bachelor's Degree
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Research Skills
- Leadership
- Communication Skills
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