Trust Administrator I
Core
Administer trust accounts by maintaining records, processing transactions, and ensuring compliance with financial regulations.
Role type
Trust Administrator
Builds
Trust account records and transaction reports
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, compliance verification, data reporting, customer service, document preparation, database management, confidentiality adherence, regulatory compliance (BSA/AML/PATRIOT ACT)
Preferred skills
Financial institution background, administrative experience, computer operation skills, typing proficiency, basic math skills
Technologies
Microsoft Word, Excel, personal computer
Responsibilities
Open new accounts by obtaining and verifying client documentation; prepare forms for disbursements, deposits, and transfers; consult with trust officers on asset handling; process monthly/quarterly/annual reports; maintain customer account files; reconcile credit card statements; verify identities and screen for suspicious activity per BSA/AML policies; compose correspondence for supervisor review.
Seniority
Entry-level, individual contributor