Trust Administrator Senior

Kestra • West Palm Beach, FL

4d

About The Position

The Trust Administrator Senior is an advanced-level professional who provides administrative, operational, and data-entry support to a Trust Officer in alignment with trust business goals. The role calls for moderate experience, strong organizational capabilities, and proficiency in administrative processes and trust-related workflows. The position works under general supervision with latitude for independent judgment, supports trust account administration, and interacts on an ongoing basis with financial partners and trust clients. It also contributes to projects and process improvements, identifies and escalates non-routine issues, and performs other related duties or special projects as assigned.

Requirements

• Bachelor’s degree in business administration or another related discipline, or an equivalent combination of education, training, or work experience.
• At least 5 years of Trust Administrator experience.
• Strong organizational and communication skills.
• Ability to multitask.
• Working knowledge of Microsoft Office.

Responsibilities

• Support the assigned Trust Officer in administering trust accounts.
• Work on multiple concurrent projects of medium complexity and contribute to complex projects as an active team member.
• Share ideas and suggest process improvements appropriate to the level of experience.
• Identify non-routine issues and route or escalate them to the appropriate team member.
• Maintain ongoing relationships with associated financial partners and trust clients.
• Assist with account administration functions to help ensure client satisfaction.
• Perform daily account activity, including posting receipts, entering pending trade orders, raising cash for distributions, entering check and wire requests, and submitting ACH transfer instructions.
• Handle account inquiries.
• Open and close accounts and research account discrepancies.
• Calculate fee-sharing data, including manual calculations when necessary.
• Administer systems related to management of trust accounts.
• Maintain current and historical account documentation for account monitoring.
• Complete special projects and other related duties as assigned.

Benefits

• Competitive pay and benefits.
• 401(k), health insurance, and a competitive benefits package.
• Supportive, collaborative environment committed to professional excellence.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior