Trust Administrator Jobs in Oaks, PA
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.
Institutional Trust Officer II - Private Bank
- Philadelphia, PA (19 miles from Oaks, PA)
- 16 days ago
- Philadelphia, PA (19 miles from Oaks, PA)
- 16 days ago
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
Remote Work- Conshohocken, PA (8 miles from Oaks, PA)
- 19 days ago
- Conshohocken, PA (8 miles from Oaks, PA)
- 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 WorkReflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in...
Demographic Data for Oaks, PA
Moving to Oaks, PA? Find some basic demographic data about Oaks, PA below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Oaks, PA
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Oaks, PA 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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