Trust Administrator Senior
About The Position
An advanced-level professional responsible for providing administrative, operational, and data-entry support to a Trust Officer in alignment with trust business goals. The role requires moderate experience, strong organizational capabilities, and proficiency in administrative processes and trust-related workflows. The Trust Administrator Senior works under general supervision with latitude for independent judgment and handles multiple concurrent projects of medium complexity. The role is an active team member who contributes to complex projects, shares ideas, and suggests appropriate process improvements. The position involves ongoing interaction with financial partners and trust clients.
Requirements
- Bachelor’s degree in business administration or another related discipline, or an equivalent combination of education, training, or work experience.
- 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.
- Identify non-routine issues and route or escalate them to the appropriate team member.
- Assist with account administration functions to ensure client satisfaction.
- Post receipts as part of daily account activity.
- Enter pending trade orders.
- Raise cash for distributions.
- Enter check and wire requests.
- Submit ACH transfer instructions.
- Handle account inquiries.
- Open and close accounts.
- Research account discrepancies.
- Calculate fee-sharing data, including manual calculations when necessary.
- Administer systems related to management of trust accounts.
- Maintain account documentation for current and historical monitoring.
- Complete special projects and other related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
