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.
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KPB Trust Officer KeyBank National Association - 3.5 New York, NY Job Details Full-time $61,000 - $94,000 a year 9 hours ago Qualifications Sales 5 years Bachelor's degree Senior level Business...
The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting...
closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships Identifies Investment Management and Trust Opportunities as well as any other banking, lending...
Trust Officer Umpqua Bank - 3.3 Eugene, OR Job Details Full-time $70,000 - $128,000 a year 9 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Tuition reimbursement...
Location: 66 South Pearl Street - Albany, New York 12207-1501 - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement -...
closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, lending...
Location:** 66 South Pearl Street - Albany, New York 12207-1501 - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement -...
Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private...
Job Description The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business,...
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...
banking, wealth management, business banking and mortgage lending....
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...
This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Estates, Trusts and Powers of Attorney....
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
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
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Anti-Money Laundering
- Wealth Management
- Financial Services
- Service Standards
- Valuation
- Investment Banking
- Investment Management
- Financial Planning
- Portfolio Management
- Taxes
- Client Services
- Resolution
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounts Payable
- Closing
- Accounting
- Business Development
- Process Improvement
- Customer Relations
- Decision Making
- Documentation
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Teamwork
- Organization
- Scheduling
- Leadership
- Communication Skills
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