Trust Administrator

Bridges Trust•Omaha, NE

10h

About The Position

The Trust Administrator is responsible for the day-to-day administration and oversight of all activities related to the Nebraska and South Dakota trust companies. This role supports regulatory compliance, entity administration, governance, and internal policy and procedure management while partnering closely with Operations, Relationship Management, and Compliance teams. The Trust Administrator plays a key role in ensuring trust accounts and trust company operations are administered accurately, consistently, and in accordance with applicable state and regulatory requirements.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, Legal Studies, or a related field required; or an equivalent combination of education and relevant experience.
3–5 years of progressive experience in trust administration, fiduciary services, trust operations, or a related financial services role.
Demonstrated ability to independently administer trust accounts with limited supervision, including documentation, account maintenance, and service requests.
Experience working within a regulated trust company or financial institution, with exposure to state or federal trust regulations.
Working knowledge of trust and estate administration concepts, including beneficiary communications and fiduciary responsibilities.
Ability to collaborate effectively with Relationship Management, Operations, Compliance, and Legal teams to support client service and regulatory requirements.
Experience with trust accounting systems and internal workflows, including coordination on system coding and quality assurance processes.

Nice To Haves

Coursework or continuing education in trust administration, estate planning, fiduciary law, or financial services preferred.
Progress toward or interest in obtaining a professional designation such as CTFA, CISP, or equivalent preferred.
Commitment to ongoing professional development in fiduciary services and trust administration

Responsibilities

Administer trust accounts, including the preparation and processing of internal and external forms, documentation, and service requests.
Coordinate with Operations on account setup, maintenance, system coding, and quality assurance (QA) validation.
Prepare and maintain Annual Reviews to support relationship managers and satisfy regulatory requirements.
Draft beneficiary and stakeholder communications and manage incoming beneficiary correspondence in a timely and professional manner.
Support compliance with Nebraska and South Dakota trust company regulations and ongoing state trust company requirements.
Assist in the preparation for and administration of regulatory examinations and internal audits, including document collection and response coordination.
Support governance activities, including participation in committees, boards, and other governance forums as assigned.
Assist with entity administration tasks associated with the trust companies, including recordkeeping and corporate documentation.
Participate in the administration of nonstandard assets, as applicable.
Assist in the development, documentation, and ongoing maintenance of internal policies and procedures related to trust administration.
Develop subject matter expertise in trust and estate law, trust services, and internal processes to effectively support relationship management teams and client needs.
Serve as an internal resource for trust administration questions and best practices.
Provide internal and external administrative support related to trust company operations and trust account administration.
Collaborate with Relationship Management, Operations, Compliance, and other internal partners to ensure consistent and accurate service delivery.
Perform other duties and special projects as assigned.