Trust Administrator Jobs in New York
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.
closely with the Relationship Management Team to identify and prioritize opportunities to deepen relationships Identifies Investment Management and Trust Opportunities as well as any other banking, lending...
Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration....
Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration....
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...
banking or financial services experience.....
Trust Officer - Vice President Job ID:R0384200 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-04-03 Location: New York
If applicable, oversee a Trust Administrator in performance of day-to-day administrative activities....
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
- 90+ days ago
- New York, NY
- 90+ 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 New York
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in New York
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in New York 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
- OFAC
- Mortgage Processing
- Credit Analysis
- Financial Services
- Wealth Management
- Investment Banking
- Capital Markets
- Anti-Money Laundering
- Investment Management
- Taxes
- Financial Planning
- Risk Analysis
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Accounts Payable
- Closing
- Process Improvement
- Decision Making
- Accounting
- High School Diploma
- Business Development
- Written Communication
- Collaboration
- Documentation
- 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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