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.
Associate Philanthropic Trust Officer - Associate Fiduciary Specialist
- Winston Salem, NC
- 17 hours ago
- Winston Salem, NC
- 17 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...
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...
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...
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 SUMMARY: Responsible for the administration of assigned accounts, including some complex Estates, Trusts, Guardianships and Agencies. Represents the Bank in associated business activities in...
Trust Administrator II The Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships....
Job Summary The Trust Administration Specialist is primarily responsible for managing account administration processes in addition to having direct involvement, which includes account opening, closing...
Monitor, and assist with management of, new account openings including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding of statements...
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...
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...
As an Associate Portfolio & Trust Administrator within PNC's AMG organization, you will be based in Washington D.C. This position will be located in the PNC Place office in Washington D.C....
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...
Remote WorkJOB SUMMARY: Responsible for the administration of assigned accounts, including some complex Estates, Trusts, Guardianships and Agencies. Represents the Bank in associated business activities in...
Manage account opening, ongoing administration, reviews and account closing procedures, ongoing client contact, problem resolution and accounting preparation to service department clients as needed....
Trust Officer Trust Officer Qualifications: Bachelor’s degree or equivalent JD is a plus 5 years of relevant trust administration experience Strong teammate who enjoys collaboration with...
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
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Know Your Customer
- Private Banking
- Cross Selling
- OFAC
- Financial Services
- Credit Analysis
- Wealth Management
- Internal Control
- Capital Markets
- Investment Banking
- Valuation
- Anti-Money Laundering
- Investment Management
- Account Reconciliation
- Financial Planning
- Taxes
- Asset Management
- Client Services
- Real Estate
- Referrals
- Risk Management
- Closing
- Account Management
- Finance
- Relationship Management
- Accounts Payable
- Business Development
- Process Improvement
- Accounting
- Written Communication
- Documentation
- Reporting
- Collaboration
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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