Trust Administrator

Job description

The Trust Administrator is responsible for servicing and maintaining existing relationships with custodial, investment management, and trust clients, beneficiaries, and other interested parties in partnership with the client relationship team to deliver high-level advice and service to individuals, families, and institutions. They are responsible for fiduciary administration, relationship management, and service to and growth of a book of mass affluent and high net worth client relationships. They serve as a back-up to the Trust Administration Specialist, who is responsible for all facets of onboarding and closing fiduciary accounts, including account paperwork production, acceptance, and approval; coding on relevant systems; and statement and fee maintenance. Essential Responsibilities: - Administers a book of fiduciary and investment accounts per the terms of governing instruments, including trusts, estates, court appointments, IRAs, investment management and custody accounts, and conducts comprehensive reviews of account activity and administration. - Partners with client relationship teammates to provide fiduciary advice and solutions tailored to meet client goals and objective...