Trust Administrator Jobs in West Palm Beach, FL
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.
Piper Companies is looking for a Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in West Palm Beach, FL Responsibilities for the Personal Trust Officer...
Piper Companies is looking for a Senior Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid opportunity in West Palm Beach, FL. Responsibilities of the Senior Personal...
Application Deadline: 07/24/2025 Address: 52 S Lemon Avenue Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional...
Demographic Data for West Palm Beach, FL
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in West Palm Beach, FL
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in West Palm Beach, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- 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
- Investment Banking
- Valuation
- Anti-Money Laundering
- Investment Management
- Account Reconciliation
- Taxes
- Financial Planning
- Financial Analysis
- Client Services
- Resolution
- Business Administration
- Real Estate
- Referrals
- Relationship Management
- Risk Management
- Finance
- Accounts Payable
- Closing
- Decision Making
- Process Improvement
- Accounting
- High School Diploma
- Business Development
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Regulations
- Policy Development
- Microsoft Office
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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