Trust Administrator Jobs in Addison, TX
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, Trust Administration
- Westlake, TX (22 miles from Addison, TX)
- 2 days ago
- Westlake, TX (22 miles from Addison, TX)
- 2 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...
Senior Trust Officer - Senior Fiduciary Specialist
- Dallas, TX (12 miles from Addison, TX)
- 4 days ago
- Dallas, TX (12 miles from Addison, TX)
- 4 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...
- Frisco, TX (15 miles from Addison, TX)
- 5 days ago
- Frisco, TX (15 miles from Addison, TX)
- 5 days ago
Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and review of new business opportunities...
Associate Trust Officer - Associate Fiduciary Specialist
- Dallas, TX (12 miles from Addison, TX)
- 6 days ago
- Dallas, TX (12 miles from Addison, TX)
- 6 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...
/21695/6cb2cc1a-4b57-4b55-b5d1-f0ef531b333e.jpg&z=8&s=BNK&ih_t=3%2F15%2F2025+8%3A08%3A04+AM&utm_medium=internal%20referrer&utm_campaign=affiliate_lipman-hearne_ucsd_emba&utm_content=lipman-hearne&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
The Trust Officer will perform all functions as necessary to properly administer a group of client accounts in the wealth management department....
- Dallas, TX (12 miles from Addison, TX)
- 45+ days ago
- Dallas, TX (12 miles from Addison, TX)
- 45+ days ago
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
- Dallas, TX (12 miles from Addison, TX)
- 60+ days ago
- Dallas, TX (12 miles from Addison, TX)
- 60+ days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Demographic Data for Addison, TX
Moving to Addison, TX? Find some basic demographic data about Addison, TX below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Addison, TX
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Addison, TX 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
- Financial Planning
- Taxes
- Risk Analysis
- 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
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills