Trust Administrator
About The Position
This position provides essential administrative and operational support to ensure the efficient management of trust accounts and client services. The role involves assisting with account documentation, transaction processing, client communications, and internal coordination. It is suited to individuals interested in growing within the trust and estate field while contributing to a high-performing fiduciary team. The Trust Administrator prepares and maintains account documentation, assists with onboarding and routine transaction processing, supports client communications, and coordinates with trust officers, operations staff, and other departments. The position also supports account reconciliations, compliance and audit activities, internal meetings, and process improvements.
Requirements
- 1–3 years of experience in financial services, banking, or administrative support.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication abilities.
- Proficiency in Microsoft Office Suite.
- High level of discretion and professionalism.
- Ability to manage multiple tasks and meet deadlines.
- Team-oriented approach and proactive problem-solving.
Nice To Haves
- Familiarity with trust accounting systems.
- Interest in trust administration or fiduciary services.
- Willingness to learn and grow within the organization.
Responsibilities
- Prepare and maintain trust account documentation, correspondence, and reports.
- Assist with onboarding new accounts by gathering client information and preparing forms.
- Schedule meetings, manage calendars, and coordinate communications for the Trust Officer.
- Respond to routine client inquiries and direct complex matters to the Trust Officer.
- Help prepare materials for client meetings and follow-up communications.
- Maintain confidentiality and professionalism in client interactions.
- Process routine transactions, including distributions, account updates, and transfers.
- Assist with account reconciliations and data entry into trust accounting systems.
- Organize records and prepare reports to support compliance and audit activities.
- Work with trust officers, operations staff, and other departments to ensure smooth workflow.
- Participate in internal meetings and contribute to process improvement initiatives.
- Provide backup support to other administrative roles as needed.
Benefits
- Substantial paid time off.
- Comprehensive benefit package.
- Competitive pay structure.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
