Senior Trust Administrator
Core
Senior Trust Administrator managing fiduciary accounts, providing technical expertise in trust administration, and delivering sales and service solutions to Trust & Estate clients.
Role type
Senior IC Trust Administrator (Wealth Sales & Service)
Builds
Fiduciary accounts, trust/agency/probate account management solutions, and client relationship strategies
Domain
Financial Services / Wealth Management / Trust & Estate Administration
Required skills
Trust administration, fiduciary laws, estate planning, trust tax, trust accounting, investment management, regulatory compliance, strategic analysis, vendor management, change management
Preferred skills
Bachelor's degree in Finance, expert verbal/written communication, analytical problem solving, influence, cross-group collaboration
Technologies
None explicitly stated
Responsibilities
Manage trust, agency, or probate accounts in the role of trustee; make presentations to clients/prospects; provide day-to-day technical support for fiduciary account management; oversee content and marketing materials for new business proposals; lead strategic initiatives and business group programs; coordinate database management and data governance; design and produce reports and dashboards; lead change management programs; manage vendor relationships and contract negotiations; ensure compliance with regulatory, legal, and ethical requirements; provide administrative support including financial reports and asset reconciliation.
Seniority
Senior, hands-on IC with strategic leadership responsibilities