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.
Senior Trust Officer - Senior Fiduciary Specialist
- Las Vegas, NV
- 13 hours ago
- Las Vegas, NV
- 13 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...
Wealth Management Solutions, Trust and Estates, Trust Administrator Associate
- Newark, DE
- 1 day ago
- Newark, DE
- 1 day ago
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management....
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
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...
Associate Trust Officer - Associate Fiduciary Specialist
- Las Vegas, NV
- 1 day ago
- Las Vegas, NV
- 1 day 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...
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...
Trust Administrator I Osaic - 3.2 Las Vegas, NV Job Details Full-time $38,000 - $48,000 a year 17 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Microsoft...
Work directly with advisors & field leaders to recommend and sell Personal Trust Services (PTS). Partner with internal and external wholesalers to meet pipeline opportunity metrics & account...
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
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...
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...
Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona Description About Us: At Umpqua, we create a great place to work by offering a unique brand of relationship banking...
Associate Trust Officer - Associate Fiduciary Specialist
- Las Vegas, NV
- 2 days ago
- Las Vegas, NV
- 2 days 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...
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
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Know Your Customer
- Account Maintenance
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Wealth Management
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Service Standards
- Investment Banking
- Investment Management
- Account Reconciliation
- Portfolio Management
- Taxes
- Financial Planning
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Accounts Payable
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Documentation
- Bachelor's Degree
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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