Trust Administrator

Aligned Talent Acquisition•Cleveland, OH

11d•Hybrid

About The Position

Aligned Talent Acquisition is recruiting an experienced Trust Administrator to join a well-established Cleveland law firm's sophisticated Trusts & Estates practice. The role focuses on the financial administration of trusts, including managing trust assets and accounts, processing distributions, overseeing financial transactions, and coordinating fiduciary tax responsibilities. The Trust Administrator works closely with attorneys, fiduciaries, beneficiaries, financial institutions, and tax professionals to support accurate and efficient trust administration. The position is suited to someone with experience in trust administration, fiduciary services, estate administration, trust accounting, or a related financial administration role. Experience with GEMS, FAS, Centerbase, or similar systems is a plus, and training is available. The listed starting salary is $85,000+, negotiable based on experience. The role offers a flexible environment with two work-from-home days per month.

Requirements

Previous experience in trust administration, fiduciary services, estate administration, trust accounting, or a related financial administration role.
Strong understanding of trust financial transactions and fiduciary responsibilities.
Excellent organizational, analytical, and problem-solving skills.
High level of accuracy and attention to financial detail.
Ability to independently manage multiple trusts, deadlines, and financial responsibilities.
Experience with trust account management, bill payments, beneficiary distributions, trust funding, accountings, or fiduciary tax matters.

Nice To Haves

Familiarity with Form 1041 and related fiduciary tax documentation.
Familiarity with Forms 56, SS-4, and 2848.
Experience with GEMS, FAS, Centerbase, or similar systems; training is available.
Experience in a bank trust department, wealth management firm, fiduciary services, or law firm trust administration.

Responsibilities

Manage trust accounts and monitor trust assets.
Process deposits, pay bills, and oversee trust financial transactions.
Calculate and process beneficiary distributions in accordance with trust documents.
Assist with trust funding, asset transfers, and coordination with financial institutions.
Prepare or assist with trust accountings, reconcile financial activity, track income and expenses, and maintain accurate financial records.
Calculate or coordinate estimated tax payments, gather tax information, and assist with trust tax reporting.
Coordinate financial and administrative matters with attorneys, accountants, financial advisers, banks, and beneficiaries.
Manage multiple trusts, deadlines, and financial responsibilities.