Associate Trust Administrator

ABOUT THE ROLE: 

This role is responsible for providing administrative and operational support for the management of fiduciary accounts. The Associate Trust Administrator partners with Trust Administrators, Trust Officers, and internal teams to support account administration, ensure accurate processing, and deliver a consistent and compliant client experience. 

Please see below for specific responsibilities and requirements for this role. 

YOUR RESPONSIBILITIES: 

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. 

• Client Service Support: Supports internal and external clients, including beneficiaries and advisors, responding to routine inquiries and assisting with account-related requests. 

• Account Maintenance: Maintains client account information, including updates to account records, statements, and client data, ensuring accuracy and completeness. 

• Transaction Processing: Supports execution of account transactions, including cash movements, check processing, and account updates, following established procedures. 

• Account Monitoring: Monitors account activity for overdrafts and exceptions, escalating issues and supporting resolution to maintain alignment with account requirements. 

• Account Lifecycle Support: Assists with account openings, closings, and transfers, ensuring proper documentation, asset movement, and system setup. 

• Operational and Reporting Support: Prepares reports and gathers account data to support reviews, audits, and ongoing client servicing needs. 

• Documentation and Coordination: Coordinates documentation with internal teams, external partners, and tax preparers to support account administration. 

• Collaboration and Partnership: Works closely with Trust Administrators and Officers to support day-to-day account management and client servicing. 

• Process Execution: Follows established procedures and contributes to consistent operational practices across the team. 

• 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. 

MINIMUM REQUIREMENTS: 

• High School Diploma or equivalent required, bachelors degree preferred. 

• Minimum of 2 years of demonstrated fiduciary administration or client service experience preferred. 

• Basic knowledge of trust administration, estate planning strategies, and income, gift, and estate tax concepts. 

REQUIRED SKILLS: