Trust Administrator

SUMMARY:

Trust Administrator to join our thriving Private Client & Trust Group to manage all aspects of ongoing administration of assigned Trust relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Regularly review and understand various types of trust instruments.
• Manage assigned trust relationships including all aspects of opening, administering, and closing of trust matters and provide support to attorneys.
• Responsible for identifying and reporting compliance related matters within Trust & Fiduciary Services as well as assisting with the management and mitigation of risk.
• Understand the nuances of the discretionary review process and participate in such evaluations.
• Process investments, facilitate gifts make distributions and bill pay servicing.
• Communicate with clients regarding cash needs and bill payment.
• Contribute to the fostering of a strong team oriented positive culture.
• Work effectively with multiple office departments following established procedures, ensuring high quality completion of client and trustee requests.
• Support and provide backup during periods when other team members are away from the office.
• Effectively manage multiple on-going projects, coordinate processes and successfully prioritize multiple tasks with good judgment.
• Be readily available for client and trustee requests and inquiries.
• Other duties as assigned.

REQUIREMENTS:

• Bachelor’s degree from accredited college or university required. Additional educational certifications such as CFP®, CTFA encouraged.
• At least 5 years’ experience working within a Trust Department, with exposure to working directly with trustees, settlors and beneficiaries on trust matters and demonstrated track record of understanding all the components of trust administration.
• Significant experience with trust accounting systems and trust operations.
• Solid understanding of the role of fiduciaries and delivery of trust services.
• Demonstrated interpersonal skills suggesting ability to enhance the firm’s reputation, service and business – both internally and externally.
• Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations.
• Consistent and strong follow-up skills with a strong attention to detail.
• Excellent verbal, written, analytical and technical skills.
• Strong organizational skills with great attention to detail.
• Strong multi-tasking and prioritizing skills with the ability to meet deadlines.
• Excellent written and verbal communication skills.
• Exceptional interpersonal skills with a customer service focus.
• Ability to work independently and as part of a team.
• Proficiency with Microsoft Excel.