Trust Administrator Jobs in Phoenix, AZ
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.
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 2 days ago
- Scottsdale, AZ (11 miles from Phoenix, AZ)
- 2 days ago
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...
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
- Tempe, AZ (9 miles from Phoenix, AZ)
- 17 days ago
- Tempe, AZ (9 miles from Phoenix, AZ)
- 17 days ago
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across...
Demographic Data for Phoenix, AZ
Moving to Phoenix, AZ? Find some basic demographic data about Phoenix, AZ below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Phoenix, AZ
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Phoenix, AZ 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
- Account Maintenance
- Know Your Customer
- 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
- Taxes
- Financial Planning
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Accounts Payable
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Process Improvement
- Accounting
- Mentoring
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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