Trust Administrator II

Comerica • Winston-Salem, NC

399d

About The Position

The Trust Administrator II role is designed to manage routine client relationships and ensure the proper administration of assigned trust accounts. This position requires adherence to applicable laws and regulations while coordinating service activities on behalf of clients. The role emphasizes integrity, problem-solving, and a customer-focused approach to achieve results.

Requirements

• Strong integrity and trustworthiness.
• Excellent listening and problem-solving skills.
• Customer-focused with a drive for results.
• Ability to manage routine accounts under supervision.

Nice To Haves

• Experience in trust administration or related financial services.
• Knowledge of fiduciary, tax, and legal changes affecting wealth management.

Responsibilities

• Manage routine accounts under the supervision of a Trust Advisor according to governing documents and applicable laws.
• Review and confirm analysis of documents, ensuring completeness and accuracy of accounts.
• Field client inquiries and respond to administrative and transactional concerns.
• Develop solutions to issues raised by principals, income beneficiaries, and remaindermen.
• Oversee the opening and closing of accounts, ensuring proper documentation and asset transfer.
• Monitor and track tax reporting activities in coordination with senior Trust Administrators.
• Conduct compliance reviews and training as required.

Benefits

• Equal Opportunity Employer policies promoting diversity and inclusion.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed