Trust Administrator II

What You’ll Do

• Supports the assigned Trust Officer in the administration of trust accounts.
• Works under general supervision with latitude for independent judgment.
• Works on multiple concurrent projects of medium complexity.
• Is an active team member, contributes to complex projects to gain experience, shares ideas and suggests process improvements appropriate for level of experience.
• Identifies non-routine issues and routes/escalates to the appropriate team member.
• Interacts in an ongoing relationship with associated financial partners and trust clients.
• Affords assistance with account administration functions to ensure client satisfaction.
• Performs daily account activity:
• Posts receipts
• Enters pending trade orders
• Raises cash for distributions
• Enters check/wire requests
• SUBMITS ACH transfer instructions
• Handles account inquiries
• Opens/closes accounts
• Researches account discrepancies
• Calculates fee sharing data, including manual calculations when necessary
• Administers all systems related to management of trust accounts.
• Maintains all account documentation for current and historical monitoring of accounts.

What You Bring

• Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
• 3 – 5 years’ Trust Administrator experience.
• Strong organizational and communication skills.
• Ability to multi-task.
• Working knowledge of Microsoft Office.