Trust Administrator Jobs in Idaho
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.
Trust Administrator Specialist - Boise Boise, Idaho, United States NEW Enterprise Services 067464 If you have experience working with escrow accounts at a title company and other financial product experience...
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 Idaho
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Idaho
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Idaho 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
- Mortgage Processing
- Credit Analysis
- Financial Services
- Wealth Management
- Investment Banking
- Valuation
- Anti-Money Laundering
- Investment Management
- Taxes
- Financial Planning
- Financial Analysis
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Risk Management
- Finance
- Accounts Payable
- Closing
- Process Improvement
- Accounting
- Business Development
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Filing
- Reporting
- Regulations
- Policy Development
- Microsoft Office
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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