Trust Administrator

Walk clients through application process;

Set appointments with Client(s);

Obtain and follow-up on documentation needed for trust approvals, authorization, and transfers of assets;

Manage trust assets for the benefit of an appointed or stated beneficiary;

Assess trust assets for continuous value/liabilities;

Maintain transparency over accounting factors, such as record spending and costs, funds and taxes paid, along with relevant correspondence on transfers, change in beneficiary requests, approvals, legal opinion letters;

File annual income tax returns to maintain value of the trust and its assets;

Provide safeguard against risk to protect the benefit(s) of the beneficiary;

Provide continuous communication with beneficiary regarding detailed information about the state of their trust;

Ensure trust specific duties are being followed.

Qualifications:  

Requirements: 5 year(s) of relevance experience.

Desired Skills: Strong client relations with excellent oral/written communication skills; Excellent attention to detail; BA in Accounting and Finance, Business, and other related fields; Time management; Must possess financial management skills; Strong Knowledge of Trust management and Fiduciary advisory; Proficiency with Microsoft Office & Google Suite.

Education: Bachelor’s degree in business, economic or marketing-related major (Required) / Master's degree (Preferred) / Certification (Preferred)

Category: Wealth & Asset Management Division

Posted Date: 11/1/2024 Start Date: 1/6/2025

Comp Grade: $45 Hourly Rate

Occasional Required Travel: > 25%

Contract Type: Full-time

Location: Remote in U.S.