Trust Administrator II
Core
Administer assigned trust accounts, ensuring compliance with governing instruments, state regulations, and company policies while managing distributions and tax filings.
Role type
Trust Administrator
Builds
Trust accounts and related financial services
Domain
Financial Services / Trust Administration
Deliverable
client delivery
Required skills
trust administration, state trust compliance, tax return preparation, client data management, account funding, regulatory adherence (BSA/AML/OFAC), risk rating, discretionary distribution approval
Preferred skills
Bachelor's degree, significant practical experience in trust administration, knowledge of trust products and services
Technologies
Microsoft Word, Microsoft Excel, personal computer programs
Responsibilities
Administer accounts per governing instruments, coordinate federal and state tax return filings, establish and maintain client data, verify customer identities and monitor for suspicious activity, prepare discretionary requests to the TAC committee, conduct annual trust reviews
Seniority
Mid-level, hands-on IC