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.

1-5 of 5 Jobs

Senior Trust Officer - Senior Fiduciary Specialist

  • Dallas, TX (12 miles from Addison, TX)
  • 5 days ago
  • Dallas, TX (12 miles from Addison, TX)
  • 5 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...

Lead Trust Administrator

  • Frisco, TX (15 miles from Addison, TX)
  • 7 days ago
  • Frisco, TX (15 miles from Addison, TX)
  • 7 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)
  • 8 days ago
  • Dallas, TX (12 miles from Addison, TX)
  • 8 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...

Senior Trust Officer

  • Addison, TX
  • 18 days ago
  • Addison, TX
  • 18 days ago

The Trust Officer will perform all functions as necessary to properly administer a group of client accounts in the wealth management department....

Senior Trust Officer

  • 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.

Local
National
16,528
1,648
Medium/Sm

Trust Administrator Online Courses and Training Opportunities

iHireBanking curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
edX
Introduction to Zero Trust
Learn the fundamentals of Zero Trust and how open-source tools such as SPIFFE and SPIRE can be used to deploy Zero Trust in your architecture. This course is designed for developers, operators,...
edX
Trust Quotient in Leadership
There is no currency in organizational life more valuable than trust. One can no longer presume one has it just because one strongly believes that he/she has not done anything to breach it. In...
Udacity
Zero Trust Security Course
This course introduces the zero trust security model, a dynamic approach to addressing the continual evolution of cybersecurity threats for organizations that demand flexibility and scalability in...
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Salary for Trust Administrator Jobs in Addison, TX

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireBanking research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Trust Administrator positions.

Highest Education Level

Trust Administrators in Addison, TX offer the following education background
High School or GED
29.8%
Bachelor's Degree
28.1%
Associate's Degree
17.5%
Vocational Degree or Certification
15.3%
Master's Degree
7.2%
Doctorate Degree
0.8%
Some College
0.6%
Some High School
0.6%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Trust Administrators in Addison, TX
Less than 1 year
29.7%
4-6 years
24.0%
2-4 years
22.2%
1-2 years
21.3%
None
2.5%
6-8 years
0.3%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Trust Administrator position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!