Trust Administrator Jobs in Philadelphia, PA
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.
- Wilmington, DE (24 miles from Philadelphia, PA)
- 1 day ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 1 day ago
experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience Self-motivated...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 15 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 15 days ago
Piper Companies is looking for a Senior Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Senior Personal...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 17 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 17 days ago
services company....
- Wilmington, DE (24 miles from Philadelphia, PA)
- 21 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 21 days ago
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...
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- Wilmington, DE (24 miles from Philadelphia, PA)
- 25 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 25 days ago
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...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 28 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 28 days ago
This individual will be a mentor and trusted resource to the firm's Trust Administrators....
- Wilmington, DE (24 miles from Philadelphia, PA)
- 45+ days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 45+ days ago
and Wealth Management....
- Wilmington, DE (24 miles from Philadelphia, PA)
- 60+ days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 60+ days ago
Piper Companies is looking for a Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Personal Trust Officer...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 90+ days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 90+ days ago
Piper Companies is looking for a Institutional Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Institutional Trust...
Demographic Data for Philadelphia, PA
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Philadelphia, PA
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Philadelphia, PA 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
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Wealth Management
- Valuation
- Investment Banking
- Investment Management
- Portfolio Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Finance
- Relationship Management
- Closing
- Accounts Payable
- Business Development
- Process Improvement
- Accounting
- Decision Making
- Documentation
- Bachelor's Degree
- Filing
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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