Trust Administrator Jobs in Minnesota
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 II The Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships....
Work directly with advisors & field leaders to recommend and sell Personal Trust Services (PTS). Partner with internal and external wholesalers to meet pipeline opportunity metrics & account...
Senior Trust Officer - Senior Fiduciary Specialist
- Minneapolis, MN
- 19 days ago
- Minneapolis, MN
- 19 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...
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...
Demographic Data for Minnesota
Moving to Minnesota? Find some basic demographic data about Minnesota below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Minnesota
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Minnesota 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
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Wealth Management
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Service Standards
- Investment Banking
- Investment Management
- Account Reconciliation
- Portfolio Management
- Financial Planning
- Taxes
- Risk Analysis
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Accounting
- Process Improvement
- Customer Relations
- Written Communication
- Mentoring
- Documentation
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Microsoft Excel
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
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