Trust Administrator Jobs in Philadelphia, 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.
- Wilmington, DE (24 miles from Philadelphia, PA)
- 15 hours ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 15 hours ago
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...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 11 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 11 days ago
banking and lending services....
Institutional Trust Officer II - Private Bank
- Philadelphia, PA
- 18 days ago
- Philadelphia, PA
- 18 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- Wilmington, DE (24 miles from Philadelphia, PA)
- 20 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 20 days ago
Piper Companies is looking for a Institutional Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Institutional Trust...
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 20 days ago
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 20 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 Work- Oaks, PA (19 miles from Philadelphia, PA)
- 26 days ago
- Oaks, PA (19 miles from Philadelphia, PA)
- 26 days ago
Reflecting 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...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 26 days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 26 days ago
This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division....
- Wilmington, DE (24 miles from Philadelphia, PA)
- 30+ days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 30+ days ago
experience supporting the administration of fiduciary accounts, or related legal/business experience in the financial services industry including technical trust and planning experience Self-motivated...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 45+ days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 45+ days ago
Piper Companies is looking for a Senior Personal Trust Officer for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware. Responsibilities for the Senior Personal...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 45+ days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 45+ days ago
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...
- Wilmington, DE (24 miles from Philadelphia, PA)
- 60+ days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 60+ days ago
This individual will be a mentor and trusted resource to the firm's Trust Administrators....
- Wilmington, DE (24 miles from Philadelphia, PA)
- 60+ days ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 60+ days ago
and Wealth Management....
Demographic Data for Philadelphia, PA
Moving to Philadelphia, PA? Find some basic demographic data about Philadelphia, PA below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Philadelphia, PA
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Philadelphia, 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
- Cross Selling
- OFAC
- Mortgage Processing
- Credit Analysis
- Financial Services
- Wealth Management
- Investment Banking
- Capital Markets
- Anti-Money Laundering
- Investment Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Finance
- Relationship Management
- Accounts Payable
- Closing
- Process Improvement
- Decision Making
- Accounting
- Business Development
- Written Communication
- Collaboration
- 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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