Senior Trust Administrator

About the role

Brown Brothers Harriman is currently recruiting a Senior Trust Administrator to join their Trust Company in Charlotte, NC. This position involves coordinating and administering trust accounts for various clients, monitoring account transactions, and preparing outlines of estate planning documents.

Responsibilities

• Maintain complete records, including supporting documentation for discretionary distribution and payments.
• Prepare outlines of estate planning documents for review by in-house counsel.
• Monitor account transactions, including daily review and correction of overdrafts, automatic deposits, and weekly review of standing remittances.
• Coordinate and administer trust accounts for various clients.
• Respond to internal and external requests for information.
• Communicate basic trust and estate concepts to colleagues, co-trustees, and beneficiaries.
• Aid in business development efforts as appropriate.
• Attend meetings with clients in partnership with Trust Officers.
• Prepare payment instructions and supervise input requests for client payments and transfers.
• Evaluate distribution requests with Senior Trust Officers.
• Identify and communicate tax planning opportunities.
• Review Fiduciary Income Tax returns and Accountings.
• Interpret and apply trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration.
• Lead departmental projects, as needed.

Qualifications

• Bachelor’s degree and 2 to 4 years of relevant work experience.
• Ability to independently interpret legal documentation.
• Strong interpersonal skills and relationship skills.
• Willingness to learn new systems and procedures and the flexibility to change when necessary.
• Experience with Sunguard or other trust accounting systems.
• Working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration.
• Excellent organization skills with a strong attention to detail.
• Experience with Microsoft Office products, particularly Excel and Word.

Benefits

We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions, and a partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products, and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability, or how we support you to thrive personally, physically, and financially.

Equal Opportunity Employer

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.