Trust Administrator
Aligned Talent Acquisition•Cleveland, OH
•Hybrid
About The Position
Aligned Talent Acquisition is recruiting for an experienced Trust Administrator to join a sophisticated Trusts & Estates practice. This role will work closely with attorneys, fiduciaries, beneficiaries, financial institutions, and tax professionals throughout the trust administration process.
Requirements
- Experience with trust administration, estate administration, fiduciary services, or trusts and estates
- Experience managing trust assets, beneficiary distributions, accountings, and administrative documentation
- Familiarity with fiduciary tax matters and Forms 56, SS-4, 2848, and 1041 is highly desirable
- Experience coordinating with financial institutions, appraisers, insurance companies, and tax professionals
- Strong organizational skills and ability to manage multiple matters and deadlines
- Excellent communication skills and a high level of attention to detail
Nice To Haves
- Experience with GEMS, FAS, Centerbase, or similar systems is a plus; training is available
Responsibilities
- Manage trust assets
- Manage beneficiary distributions
- Manage accountings
- Manage administrative documentation
- Coordinate with financial institutions, appraisers, insurance companies, and tax professionals
Benefits
- Health, dental, vision & HSA benefits
- 401(k) + profit sharing
- Life, disability & AD&D insurance
- Vacation & PTO
- Cell phone allowance & EAP benefits
- Flexible environment with 2 work-from-home days per month
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
