Associate Trust Administrator

ABOUT THE ROLE: 

This role is responsible for providing administrative and operational support for the management of fiduciary accounts. The Associate Trust Administrator partners with Trust Administrators, Trust Officers, and internal teams to support account administration, ensure accurate processing, and deliver a consistent and compliant client experience. 

Please see below for specific responsibilities and requirements for this role. 

YOUR RESPONSIBILITIES: 

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. 

• Client Service Support: Supports internal and external clients, including beneficiaries and advisors, responding to routine inquiries and assisting with account-related requests. 

• Account Maintenance: Maintains client account information, including updates to account records, statements, and client data, ensuring accuracy and completeness. 

• Transaction Processing: Supports execution of account transactions, including cash movements, check processing, and account updates, following established procedures. 

• Account Monitoring: Monitors account activity for overdrafts and exceptions, escalating issues and supporting resolution to maintain alignment with account requirements. 

• Account Lifecycle Support: Assists with account openings, closings, and transfers, ensuring proper documentation, asset movement, and system setup. 

• Operational and Reporting Support: Prepares reports and gathers account data to support reviews, audits, and ongoing client servicing needs. 

• Documentation and Coordination: Coordinates documentation with internal teams, external partners, and tax preparers to support account administration. 

• Collaboration and Partnership: Works closely with Trust Administrators and Officers to support day-to-day account management and client servicing. 

• Process Execution: Follows established procedures and contributes to consistent operational practices across the team. 

• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission. 

MINIMUM REQUIREMENTS: 

• High School Diploma or equivalent required, bachelors degree preferred. 

• Minimum of 2 years of demonstrated fiduciary administration or client service experience preferred. 

• Basic knowledge of trust administration, estate planning strategies, and income, gift, and estate tax concepts. 

REQUIRED SKILLS: 

Qualified candidates will possess a foundational degree of proficiency (typically from 2  years of work or practical experience), in:   

• Client Service: Ability to support client and partner interactions in a professional and responsive manner. 

• Administrative Support: Ability to manage account documentation, transactions, and operational processes with accuracy. 

• Fiduciary Awareness: Foundational understanding of trust administration, estate planning concepts, and fiduciary responsibilities. 

• Attention to Detail: Ability to maintain accurate records, monitor account activity, and ensure completeness of work. 

• Communication: Effective written and verbal communication skills when interacting with clients, partners, and internal teams. 

Please refer to the “Skills for Success” section to learn how to stand out as an applicant. 

SKILLS FOR SUCCESS: 

Qualified candidates will possess a foundational degree of proficiency (typically from 1-2  years of work or practical experience), in:   

• Accountability and Teamwork: Operates effectively in an environment that balances individual accountability with team-based performance. 

• Interpersonal Communication: Demonstrates strong interpersonal skills, including clear verbal and written communication. 

• Problem Solving and Analysis: Uses sound judgment and basic analytical skills to identify issues and support resolution. 

• Collaboration: Works effectively with professionals across multiple disciplines to support client service delivery. 

• Professional Presence: Maintains a professional presence in interactions with clients, partners, and internal stakeholders. 

• Client Focus: Demonstrates a commitment to delivering high-quality service in a fast-paced, team-oriented environment. 

DOING THE RIGHT THING: 

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets — including you.