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Entry Level Trust Administrator $24/hr

Published May 30th, 2023

Reporting to a Trust Officer or Senior Trust Officer, the Trust Administrator works as an integral member of the Trust Services Group team.  The Trust Administrator is responsible for the day-to-day administration of trusts and acts on behalf of the Trust Officer, interacting frequently with team members on client management and service issues.
Responsibilities:

  • Assist Trust Officers by engaging in all facets of administration for assigned trust relationships
  • Increasing client satisfaction through proactive account management
  • Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules and tax records.
  • Communicate with beneficiaries and co-trustees to outline administrative procedures
  • Opening and closing of trust accounts
  • Managing risk by monitoring trust activity and ensuring policy and procedures are followed
  • Respond to requests from beneficiaries for discretionary distributions
  • Preform additional special projects, as needed

Qualifications:

 
  • Works well independently and as part of a team
  • Ability to handle multiple competing priorities and organize tasks effectively
  • Strong interpersonal, communication (written and oral), organizational and analytical skills are essential
  • Excellent computer skills; proficiency with Microsoft Word and Excel
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