Trust Administrator Jobs in Tarrytown, NY
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.
- New York, NY (24 miles from Tarrytown, NY)
- 1 day ago
- New York, NY (24 miles from Tarrytown, NY)
- 1 day ago
KPB Trust Officer KeyBank National Association - 3.5 New York, NY Job Details Full-time $61,000 - $94,000 a year 9 hours ago Qualifications Sales 5 years Bachelor's degree Senior level Business...
- New York, NY (24 miles from Tarrytown, NY)
- 8 days ago
- New York, NY (24 miles from Tarrytown, NY)
- 8 days ago
exercising discretion, managing risk, and conducting periodic trust reviews Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account...
Trust Officer - Vice President
- New York, NY (24 miles from Tarrytown, NY)
- 20 days ago
- New York, NY (24 miles from Tarrytown, NY)
- 20 days ago
Trust Officer - Vice President Job ID:R0384200 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-04-03 Location: New York
- New York, NY (24 miles from Tarrytown, NY)
- 30+ days ago
- New York, NY (24 miles from Tarrytown, NY)
- 30+ days ago
This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division....
Wealth Management, Trust & Estates, Trust Officer, Executive Director
- New York, NY (24 miles from Tarrytown, NY)
- 45+ days ago
- New York, NY (24 miles from Tarrytown, NY)
- 45+ days ago
Knowledge of internal procedures involving discretionary distributions, account maintenance, account opening/closing, AAR and ARP process, and management of overdrafts - is a plus....
Demographic Data for Tarrytown, NY
Moving to Tarrytown, NY? Find some basic demographic data about Tarrytown, NY below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Tarrytown, NY
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Tarrytown, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Anti-Money Laundering
- Wealth Management
- Financial Services
- Financial Operations
- Valuation
- Investment Banking
- Investment Management
- Financial Planning
- Portfolio Management
- Taxes
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounts Payable
- Closing
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Decision Making
- Documentation
- Mentoring
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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