Trust Administrator
Role Overview
Provides sales and service to Trust and Estate clients and technical support for account management and administration.
Works with branch and regional teams to support client relationships, compliance, and appropriate referrals.
Key Skills for This Role
Full Job Posting
Role overview
Provides sales and service to Trust and Estate clients and technical support for account management and administration.
Works with branch and regional teams to support client relationships, compliance, and appropriate referrals.
Responsibilities
- Assist with client proposals and presentations; build rapport and credibility as part of the relationship team.
- Maintain knowledge of Trust and Estate services, products, and procedures.
- Coordinate strategic initiatives and track metrics and milestones with internal and external stakeholders.
- Set up and maintain accounts in compliance with requirements and timelines.
- Process trade orders accurately and on time; support audits and compliance reviews.
- Escalate irregularities and discrepancies and provide sales and service support to meet client needs.
- Provide reports, reconciliations, compliance and trade activity support, postings, fee collection, documentation, and administrative support.
- Follow risk, privacy, compliance, regulatory, legal, and ethical policies to safeguard assets.
- Analyze issues and determine next steps; complete complex tasks and possible employee escalations within established limits.
Qualifications
- Typically two to three years of relevant experience.
- Basic knowledge of Trust and Estate products and services; trust industry experience.
- Applicable securities certification.
- A related post-secondary degree is desirable, or an equivalent combination of education and experience.
- Good verbal and written communication, organization, collaboration, analytical, and problem-solving skills.
Pay
- The stated salary range is $37,000 to $70,000; the listing identifies the pay type as salaried.
- Compensation may vary by location, skills, experience, education, and qualifications; benefits and incentives may also be offered.
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