Trust Administrator Jobs in California
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.
Mechanics Bank is currently searching for a Sr. Trust Officer to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person....
In this role you will: Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy. Perform...
Associate Philanthropic Trust Officer - Associate Fiduciary Specialist
- Westlake Village, CA
- 12 days ago
- Westlake Village, CA
- 12 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...
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 WorkDemographic Data for California
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in California
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in California 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
- Know Your Customer
- Cross Selling
- OFAC
- Treasury
- Credit Analysis
- Financial Services
- Wealth Management
- Investment Banking
- Capital Markets
- Anti-Money Laundering
- Investment Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Finance
- Relationship Management
- Accounts Payable
- Closing
- Process Improvement
- Decision Making
- Accounting
- Business Development
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Interpersonal Skills
- Bachelor's Degree
- Filing
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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