Trust Administrator I
Core
Ensuring the basic administration of trust accounts, including maintaining records, processing transactions, and generating reports for Premier Trust.
Role type
Trust Administrator I
Builds
Trust account records, transaction reports, and compliance documentation for financial services clients.
Domain
Financial Services / Trust Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
trust account administration, account record maintenance, transaction processing (wires, ACH, disbursements), regulatory compliance (BSA, OFAC, USA PATRIOT ACT), data reporting, customer service, document preparation, database management, basic accounting calculations, confidentiality handling
Preferred skills
financial institution background, administrative experience, computer operation, Microsoft Office proficiency, typing skills, problem-solving in non-standardized situations
Technologies
Microsoft Word, Excel, personal computer, database and spreadsheet software
Responsibilities
Open new accounts by obtaining and verifying client documentation; prepare forms for client disbursements, deposits, and wire transactions; consult with trust officers on asset handling; process monthly, quarterly, and annual reports; reconcile credit card statements; verify customer identities and report suspicious activity; maintain customer account files and correspondence.
Seniority
Entry-level, individual contributor