Trust Administrator Jobs in Saint Louis, MO
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.
At least 3 years trust and estate administration, or related legal or financial services experience required....
Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private...
- Creve Coeur, MO (14 miles from Saint Louis, MO)
- 18 days ago
- Creve Coeur, MO (14 miles from Saint Louis, MO)
- 18 days ago
Cross-sells other Bank services with officers in charge of retail deposits, retail lending, commercial lending, and cash management....
- Clayton, MO (7 miles from Saint Louis, MO)
- 19 days ago
- Clayton, MO (7 miles from Saint Louis, MO)
- 19 days ago
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 WorkWe are a global wealth management and investment banking firm serious about innovation and fresh ideas....
Demographic Data for Saint Louis, MO
Moving to Saint Louis, MO? Find some basic demographic data about Saint Louis, MO below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Saint Louis, MO
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Saint Louis, MO 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
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- Know Your Customer
- Cross Selling
- OFAC
- Mortgage Processing
- Credit Analysis
- Financial Services
- Wealth Management
- Investment Banking
- Capital Markets
- Anti-Money Laundering
- Investment Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Finance
- Relationship Management
- Accounts Payable
- Closing
- Process Improvement
- Decision Making
- Accounting
- Business Development
- Written Communication
- Collaboration
- 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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