Senior Trust Administrator

Job description

Overview: Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer’s discretion. Escalates risk issues identified in work assignments. Takes ownership coordinating members of the client service team to address administration matters and completes necessary tasks to provide effective and superior client service. Follows best practices and adheres to controls over efficiency and risk management. Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management within client relationships. Primary Responsibilities: - Support the administration of trust accounts within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion. - Maintain understanding of governing instruments including, Trust Agreements, wills, Nonjudicial Settlement Agreements (NJSAs), modification documents, etc. as applicable to client base. - Serve as primary point of contact for the client on the trust account relationship with lit...