Trust Administrator Jobs in Pennsylvania
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.
Job Description The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business,...
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
Preferred Skills Asset Management, Client Relationship Building, Consumer Lending, Credit Risk Analysis, Financial Operations, General Ledger (GL), Process Improvements Competencies Account Management...
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...
Lincoln Benefit Trust Manager JobID: 3955 Position Type: Administration/Supervisory/Lincoln Benefit Trust Manager Date Posted: 2/17/2025 Location: New Oxford Central Office, New Oxford, PA Date...
Client Processing Representative I - Trust Administrator
- Pittsburgh, PA
- 90+ days ago
- Pittsburgh, PA
- 90+ days ago
As a leading global financial services company at the center of the worlds financial system we touch nearly 20% of the worlds investible assets....
Demographic Data for Pennsylvania
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Pennsylvania
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Pennsylvania 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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