Trust Administrator Jobs
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.
**Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth is responsible for the administration of Personal Trust and Investment Management client relationships....
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...
Collateralized Loan Obligation (CLO) Administrator Trust Manager Private Credit
- Chicago, IL
- 4 hours ago
- Chicago, IL
- 4 hours ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
We are currently in search of candidates to fulfill the role of a Trust Officer within our established organization. As a Trust Officer and fiduciary, your responsibilities will encompass...
Senior Trust Officer - Senior Fiduciary Specialist
- Minneapolis, MN
- 16 hours ago
- Minneapolis, MN
- 16 hours 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...
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations....
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...
Institutional Trust Officer II - Institutional Asset Management
- Home, PA
- 1 day ago
- Home, PA
- 1 day ago
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
Remote WorkDescription Management of daily administrative tasks, as requested by trust clients and the Sr. Trust Officer. Handle correspondence, account requests and set-up, estate, trust, and compliance...
Provide administrative assistance to the Trust Administrative Officer including providing assistance with account opening and closing processes, and new client onboarding....
Req ID: 76741 Location: Overland Park -OVPK, Kansas City -KSCY Areas of Interest: Trust; Investment Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 08...
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a...
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations....
Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration....
This individual will be a mentor and trusted resource to the firm's Trust Administrators....
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs Nationwide
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Retail Banking
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- OFAC
- Know Your Customer
- Credit Analysis
- Financial Services
- Wealth Management
- Internal Control
- Investment Banking
- Valuation
- Anti-Money Laundering
- Investment Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Closing
- Finance
- Accounts Payable
- Decision Making
- Process Improvement
- Accounting
- Business Development
- Written Communication
- Interpersonal Skills
- Collaboration
- Reporting
- Bachelor's Degree
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills