Trust Fiduciary Support Admin

TEKsystems•Saint Paul, MN

5d•$25 - $34•Hybrid

About The Position

The Trust Fiduciary Support Admin supports a growing trust company with operational projects, business initiatives, system transition activities, data validation, field mapping, and general administrative work. The role includes supporting the 2026 tax preparation cycle and other trust bank projects, managing data, helping develop Salesforce-related and other workflow processes, and partnering with organizational teams and project management staff. Trust or corporate trustee experience and an understanding of fiduciary accounting principles are beneficial; trust and fiduciary experience may be waived for candidates with applicable financial services experience and strong foundational skills. The position coordinates with internal teams, outside tax accountants and firms, Trust Officers, project teams, management, and other stakeholders. Work includes comparing information across systems, validating data integrity, identifying missing fields during migrations, entering data, monitoring deadlines and correspondence, and supporting trust-related operational processes. The position is contract-to-hire, based in Saint Paul, Minnesota, and hybrid, with onsite work required when needed.

Requirements

High school diploma.
At least 1–2 years of relevant industry experience is considered acceptable.
Strong attention to detail, particularly for data validation and system mapping.
Ability to learn and navigate multiple business systems.
Proficiency with Microsoft Office applications, particularly Excel.
Strong analytical, organizational, and problem-solving skills, including the ability to manage multiple priorities and deadlines.
Effective written and verbal communication and interpersonal skills.
Ability to work independently and collaborate effectively with a small team.
Comfort performing project work and administrative support tasks, with flexibility to support changing priorities and business needs.
Availability to work onsite when required.

Nice To Haves

Associate's degree, current college enrollment, or completed bachelor's degree.
Bachelor's degree in accounting or finance, or equivalent experience.
Experience in trusts, estate administration, fiduciary services, taxation, wealth management, financial operations, or related financial services.
Experience working for a trust department, corporate trustee, or related organization.
Knowledge of trust and fiduciary accounting concepts.
Financial services exposure and familiarity with business technology tools.

Responsibilities

Act as a liaison between the Trust Company and outside tax accountants or firms to provide client tax information in a timely manner.
Review and process completed tax returns for final inspection by Trust Officers, and route returns as directed by the tax database and Trust Officer.
Monitor and coordinate tax, accounting, and data management systems for information requests and correspondence.
Monitor deadlines and help ensure timely completion of tax filings and related deliverables.
Provide general administrative and operational support to the trust and fiduciary services team.
Coordinate with project teams, management, and other stakeholders to deliver project objectives.
Support tax preparation and other trust bank projects through data management, workflow development, and collaboration with organizational teams and project management staff.
Compare information between systems, validate data integrity, identify missing fields during system migration, and perform data entry.
Support trust-related operational processes and ongoing business initiatives.