Trust Administrator-1

About the role

Join our wealth management team as a Trust Administrator, where you will support trust and fiduciary accounts while providing exceptional client service.

Responsibilities

• Support the administration of trust and fiduciary accounts according to governing documents and internal procedures
• Respond to client service requests and account-related inquiries
• Cook up distributions, transfers, account reviews, and related documentation accurately and on time
• Prepare client materials and support ongoing advisor and client relationships
• Monitor account activity, maintain accurate records, and assist with compliance and audit reviews
• Partner with advisors and internal team members to deliver a high-quality client experience

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Investments, or a related field preferred
• Two or more years of experience in trust administration, fiduciary services, wealth management, or investment administration preferred

Preferred Skills

• Strong communication skills
• Attention to detail
• Sound judgment
• The ability to manage multiple priorities in a fast-paced environment
• Experience supporting clients, financial accounts, and sensitive documentation

Pay

Negotiable based on level of experience between $27.00 - $32.00 per hour

Schedule

Full Time, Monday-Friday, 8:00AM-5:00PM

Benefits

• Medical
• Dental
• Vision
• 401K (with Company match)
• Paid time off
• Paid parental leave
• Tuition reimbursement
• Professional development

Company

We believe in building genuine partnerships that encompass top of the line customer service delivered by a culture of teamwork, integrity and excellence. We take pride in the communities that we serve! We are dedicated to providing challenging and rewarding career opportunities for our employees across the state.