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.
Trust Administrator - Analyst - Associate Job ID:R0393813 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-06-26 Location: New York...
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
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....
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....
Wealth Management, Trust & Estates, Trust Officer, Executive Director
- New York, NY
- 90+ days ago
- New York, NY
- 90+ days ago
Cross-selling of JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation....
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
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- Cross Selling
- OFAC
- Know Your Customer
- Credit Analysis
- Financial Services
- Wealth Management
- Internal Control
- Valuation
- Anti-Money Laundering
- Investment Management
- Financial Planning
- Taxes
- Client Services
- File Management
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Closing
- Finance
- Accounts Payable
- Decision Making
- Process Improvement
- Accounting
- Business Development
- Written Communication
- Interpersonal Skills
- Collaboration
- Documentation
- Reporting
- Filing
- Bachelor's Degree
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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