Trust Administrator I

Alliance Trust Co•Reno, NV

3d•Onsite

About The Position

Supports the Trust Officer in the administration of trust and agency relationships, including personal trusts, probate estates, guardianships, investment advisory accounts, and custody accounts, while helping the Company stand as a trusted partner to clients. The Trust Administrator provides administrative and operational support in trust administration, including processing transactions, completing administrative account reviews, maintaining account records, and assisting with client communications with empathy, expertise, and integrity.

Requirements

Strong client service skills, with a commitment to empathy and exceptional service.
Strong ability to collaborate with others, meet deadlines, and support team goals in a manner consistent with trusted partnership.
Ability to work with individual accountability in a team-based environment grounded in integrity.
Strong organizational skills, attention to detail, and commitment to accurate work product.
Proficiency in Microsoft Office applications.
Ability to handle confidential and sensitive information with discretion, professionalism, and integrity.
Strong written and verbal communication skills that support trusted client relationships.
Minimum of one year of client service or administrative support experience, preferably in financial services, legal services, accounting, or another professional-services environment.
Experience working effectively in a team environment.

Nice To Haves

Bachelor's degree in finance, accounting, business, or a related field preferred.

Responsibilities

Assist the Trust Officer in coordinating and executing fiduciary and administrative services that reflect exceptional service to clients.
Support administration of multi-generational and other fiduciary accounts, often with discretionary distributions, multiple beneficiaries, and related administrative complexity, while following internal risk-management procedures and demonstrating sound judgment and expertise.
Provide administrative and clerical support to the Trust Officer in communications with clients and clients' advisors, with professionalism, empathy, and responsiveness.
Assist with compliance related to fiduciary policies and procedures for new business, asset acceptance, discretionary actions, and other trust administration functions, including maintaining required documentation, completing identification and background-check processes, and following established submission procedures with unwavering integrity.
Review requests for accuracy, completeness, and required approvals before submission to support quality service and operational reliability.
Serve as a collaborative team member and resource for other employees and financial advisors; provide backup support for Trust Officers and Trust Administrators as needed in furtherance of exceptional client service.
Demonstrate professionalism, accountability, teamwork, and integrity in daily work and interactions.
Assist with processing distributions, fee payments, and other account activity in accordance with approved procedures and service standards.
Maintain organized electronic and physical account files in accordance with recordkeeping requirements and documentation standards.
Support preparation of materials for account reviews, committee review, audits, and other internal reporting needs to promote accuracy, transparency, and expertise.
Perform other related duties as assigned in support of clients and the Company's fiduciary mission.