Administrator
Core
Facilitates the execution of the trust administration life cycle process and handles daily administration of non-trust accounts (agency, custody, IRA) for high-net-worth clients.
Role type
Trust Administrator
Builds
Non-trust accounts and client relationships
Domain
Wealth Management / Trust Services
Required skills
Account administration, client onboarding, account issue resolution, regulatory compliance, risk mitigation, process management, multitasking, proprietary software proficiency
Preferred skills
High-net-worth client experience, discretion with sensitive information, independent decision-making
Technologies
Microsoft Office, proprietary banking databases
Responsibilities
Administer non-trust accounts (open/close, asset maintenance, billing), analyze and resolve account issues, participate in client onboarding, perform pre/post call support, mitigate risk via policy compliance, collaborate with relationship management team
Seniority
Mid-level, hands-on IC