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.
At least 3 years trust and estate administration, or related legal or financial services experience required....
To be considered for the Trust Manager opportunity at Rice University, please submit your resume and cover letter in confidence to Paradigm Advancement Group at ... with the subject line: Trust...
, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management....
Journey Bank is currently accepting applications for a Trust Officer at our Bloomsburg Community Office. This position will play a vital role in managing and administering trust accounts,...
CLO Deal Admin Trust Manager - Broadly Syndicated Loans
- Chicago, IL
- 3 days ago
- Chicago, IL
- 3 days ago
At U.S. Bank, we're 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...
Trust Officer - Special Needs (Trust Services)/Fiduciary Specialist
- Austin, TX
- 3 days ago
- Austin, TX
- 3 days ago
lending, and trust services....
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...
Associate Trust Officer - Associate Fiduciary Specialist
- Austin, TX
- 3 days ago
- Austin, TX
- 3 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...
Whether youve got years of banking experience or are just starting your career in financial services, we can help you realize your potential....
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...
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. We do this by driving Responsible Growth and...
Remote WorkWhether youve got years of banking experience or are just starting your career in financial services, we can help you realize your potential....
To be considered for the Trust Manager opportunity at Rice University, please submit your resume and cover letter in confidence to Paradigm Advancement Group at ... with the subject line: Trust...
and Wealth Management....
Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in...
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
- Account Opening
- BSA
- Lending
- Nationwide Mortgage Licensing System & Registry
- Know Your Customer
- Account Maintenance
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Mortgage Processing
- Credit Analysis
- Financial Services
- Wealth Management
- Anti-Money Laundering
- Service Standards
- Valuation
- Investment Banking
- Investment Management
- Portfolio Management
- Taxes
- Financial Planning
- Appraisal
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Strategy Development
- Finance
- Closing
- Process Improvement
- Analytical Skills
- Accounting
- Business Development
- Decision Making
- Verbal Communication
- Documentation
- Collaboration
- Bachelor's Degree
- Filing
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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