Trust Administrator Jobs in Wenatchee, WA
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.
The Chelan-Douglas Land Trust Executive Director
- Wenatchee, WA
- 60+ days ago
- Wenatchee, WA
- 60+ days ago
The Chelan-Douglas Land Trust seeks an inspiring leader to serve as our next Executive Director. For 40 years CDLT has been a trusted partner in conserving the natural lands and waters that...
Demographic Data for Wenatchee, WA
Moving to Wenatchee, WA? Find some basic demographic data about Wenatchee, WA below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Wenatchee, WA
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Wenatchee, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Know Your Customer
- 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
- Financial Planning
- Portfolio Management
- Taxes
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Finance
- Relationship Management
- Closing
- Accounts Payable
- Accounting
- Business Development
- Process Improvement
- Decision Making
- Documentation
- Mentoring
- Bachelor's Degree
- Filing
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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