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.
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...
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...
Location: 66 South Pearl Street - Albany, New York 12207-1501 - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement -...
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...
Location:** 66 South Pearl Street - Albany, New York 12207-1501 - Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement -...
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...
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....
Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments...
Wealth Management, Trust & Estates, Trust Officer, Executive Director
- New York, NY
- 45+ days ago
- New York, 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 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
- 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
- Service Standards
- 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
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Teamwork
- Organization
- Scheduling
- Leadership
- Communication Skills
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