Wealth Management Solutions, Trust & Estates, Trust Administrator Associate
Core
Administer trust and estate accounts, interpret governing instruments and laws, and manage day-to-day operations for high-net-worth clients.
Role type
Trust Administrator Associate
Builds
Trust and estate accounts and services
Domain
Wealth Management / Trust & Estates
Deliverable
client delivery
Required skills
Trust administration, legal document analysis, tax record management, client relationship management, risk management, fiduciary duties, account setup, beneficiary communication
Preferred skills
Trust and estate law knowledge, income/transfer/generation-skipping taxation, post-mortem planning, JD or CTFA certification, paralegal experience
Technologies
N/A
Responsibilities
Open estate or trust accounts, interpret governing instruments and applicable law, analyze Wills and trust documents for legal/tax/investment issues, handle ongoing day-to-day account administration, resolve tax issues with officers and counsel, maintain beneficiary information, partner with external advisors (attorneys, accountants), develop client relationships, assist in structuring and pricing trust services
Seniority
Associate, entry-level to mid-level IC