Trust Administrator Jobs in Missouri
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.
Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private...
We are a global wealth management and investment banking firm serious about innovation and fresh ideas....
Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private...
Senior Wealth Management Trust Officer
- Jefferson City, MO
- 90+ days ago
- Jefferson City, MO
- 90+ days ago
Senior Wealth Management Trust Officer Overview Central Trust Company provides world-class fee-only wealth management solutions, including: investment management, fiduciary services, financial, estate...
Demographic Data for Missouri
Moving to Missouri? Find some basic demographic data about Missouri below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Missouri
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Missouri 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
- BSA
- Know Your Customer
- Account Maintenance
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Mortgage Processing
- Cross Selling
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Wealth Management
- Service Standards
- Valuation
- Investment Management
- Portfolio Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Risk Management
- Referrals
- Finance
- Relationship Management
- Accounts Payable
- Closing
- Business Development
- Process Improvement
- Accounting
- Decision Making
- Written Communication
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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