Trust Administrator

Hightower Advisors•Houston, TX

6d•Hybrid

About The Position

Hightower Trust Company, a wholly owned subsidiary of Hightower, provides fiduciary services and investment management oversight to Hightower advisors and their clients. The Trust Administrator assists Trust Officers and directors with account administration, cashiering, and account maintenance. The role supports the Trust Administration team in providing accurate and efficient account management, following governing-document terms and internal policies and procedures, mitigating account risk, and providing service to advisors and trust beneficiaries. The position reports to the Vice President, Investment Management, Trust Company.

Requirements

Bachelor’s degree.
Three years of trust administration and/or estate planning experience, including fiduciary trust administration.
Practical experience in RIA and/or wealth management environments.
Ability to work in a fast-paced environment, with excellent time management and the ability to balance competing priorities.
Strong analytical skills, including researching problems, determining root causes, and identifying and implementing solutions.
Strong organizational skills and the ability to handle multiple priorities without sacrificing quality, accuracy, or deadlines.
Strong attention to detail.
Proficiency in Microsoft Office applications.
Excellent interpersonal, written, and verbal communication skills, and the ability to deal effectively with a variety of people.
Ability to work independently and efficiently as well as collaboratively in a group setting.
Highly motivated self-starter.
Knowledge of the principles of trust administration.
Must be a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization; sponsorship will not be provided now or in the future.

Nice To Haves

CTFA or ATFA designation.

Responsibilities

Respond to client inquiries in accordance with service standards.
Research account-related matters for clients or Trust Officers.
Assist with post-acceptance and annual administrative account reviews.
Assist with account maintenance.
Collaborate with Trust Operations to set up distributions and other disbursements accurately and promptly.
Prepare and review daily custodial reports covering Trust Company distributions, periodic payments, and overdrafts.

Benefits

Medical, dental, and vision insurance coverage starting on the first day of employment.
Paid parental leave: 16 weeks for primary caregivers and 8 weeks for secondary caregivers.
Mother’s lounge onsite.
Flexible PTO plan.
Hybrid work schedule: in-office Monday through Thursday and work from home on Fridays.
Free, brand-new gym in the Chicago office.
401(k) matching plan.
HSA employer contributions.
Student loan assistance.
Pet insurance.
Base salary of $75,000–$85,000 plus a discretionary bonus; exact base salary depends on experience.