Trust Administrator

Job Description

Job Description

The Trust Administrator will support Trust Officers with the administration of trusts to help our clients achieve and maintain financial success. This role engages in investment and fiduciary administrative activities in partnership and oversight of a Trust Officer to ensure our accounts are administered in accordance with state and federal laws.

Role & Responsibilities:

• Start daily transactions and submit to Trust Officer for approval and follow-up to ensure accurate processing. Advising the Trust Officer of any transaction problems and course of action to correct.
• Assist in keeping all accounts files up to date.
• Prepare annual administration reviews, risk reviews, investment reviews and other reviews as deemed necessary and submit to the Trust Officer for approval.
• Research and provide supporting documentation for Trust Officer to review.
• Draft forms for discretionary requests including obtaining supporting documentation, and upload into correct system(s).
• Draft direction letters.
• Prepare account closing/termination package.
• Review new account paperwork and set-ups for accuracy and work with all departments, TO, and management to resolve deficiencies.
• Prepare client risk profile for Trust Officer
• Process daily mail for the team.
• Assist Trust Officer to ensure all assets are received and entered in the appropriate systems.

Minimum Qualifications:

• Associate’s degree in business, accounting, finance, legal or another relevant field.
• One year working in trust administration or other relevant administrative and client-centered experience.
• Working use of Microsoft Office Suite, Adobe, and willingness to learn new programs.
• Basic understanding of trust documents and related fiduciary terms.

Preferred Qualifications:

• Bachelor’s degree.
• Strong, professional, verbal, and written communication skills.
• Excellent organizational and time management skills with an innate attention to detail.
• Flexible and comfortable dealing with variable workload, frequently dealing with several ongoing matters, at the same time.
• Quick learner with the ability to take direction, work as a team and independently.
• Ability to work with clients and their representatives to facilitate administrative duties.
• Knowledge of account management practices, tasks, and tools.

EQUAL EMPLOYMENT OPPORTUNITY

Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Trident Trust is committed to providing an inclusive hiring process. If you require a reasonable accommodation to participate in the application or interview process, please reply to the automated email you receive after submitting your application. A member of our Human Resources team will review your request and contact you directly.