Trust Administrator

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This role   is responsible for   supporting the administration of fiduciary accounts, ensuring adherence to governing documents, applicable laws, and organizational policies. The Trust Administrator works closely with senior team members to manage client accounts, address client needs, and   support   a consistent   and compliant client experience.     Please see below for specific responsibilities and requirements for this role.

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.   Fiduciary Account Administration:   Supports the administration of trust accounts   in accordance with   governing documents, applicable laws, and organizational policies, ensuring alignment with fiduciary standards.   Account Oversight and Review:   Reviews documents and account activity for accuracy and completeness, monitors transactions, and   submits   actions for approval as   appropriate .   Client   Support :   Responds to client, beneficiary, and advisor inquiries, ensuring   timely   and professional resolution of routine requests.   Risk and Compliance Management:   Ensures adherence to fiduciary, regulatory, and internal policy requirements, escalating issues as   appropriate .   Issue Resolution:   P artners with senior team members to address client issues, including distribution requests, fee inquiries, and account-related   matters. .   Account Lifecycle Management:   Assists   with account openings and closings, ensuring proper documentation, asset transfers, and   accurate   setup   of account and tax reporting information.   Collaboration and Partnership:   Works closely with internal teams and senior administrators to support account management and client service delivery.   Process Improvement:   Participates   in initiatives to improve operational efficiency and enhance service delivery to clients.   Other Duties:   Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Bachelor’s   degree   required .   3-5   years of experience in trust   administration, financial services, or   a related   client service role.

Qualified candidates will   possess   an   intermediate   degree   of   proficiency   (typically from   3- 5     years   of work or practical experience), in:     Fiduciary Knowledge:   Basic understanding of trust administration principles and fiduciary responsibilities.   Attention to Detail:   Ability to review documentation and monitor account activity with accuracy.   Client Service:   Ability to support client and partner needs in a professional and   timely   manner.   Risk and Compliance Awareness:   Understanding of   policies, procedures, and regulatory requirements.   Communication:   Clear written and verbal communication with internal and external stakeholders.     Please refer to the “Skills for Success” section to learn how to stand out as an applicant.     SKILLS FOR SUCCESS:   Qualified candidates will   possess   an   intermediate   degree of   proficiency   (typically from   3- 5     years   of work or practical experience), in:     Relationship Support:   Builds positive relationships with clients and internal partners.   Problem Solving:   Identifies   issues and supports resolution with guidance from senior team members.   Collaboration:   Works effectively within a team environment.   Adaptability:   Responds effectively to changing priorities and client needs.   Continuous Learning:   Demonstrates   willingness to develop fiduciary and