Trust Administrator

Job Description

Role Summary:

The Trust Administrator is responsible for administering or assisting in the day-to-day administration of trusts, under the direction of the Trust Administration Manager, in accordance with sound practices and compliance of the department.

Principal Duties and Responsibilities:

Enthusiastically support the bank sales function by providing exceptional service to internal and external customers of the bank.

Review files to ensure proper documentation is maintained.

Establish and maintain policies and procedures as they relate to trusts.

Provide counsel regarding various alternatives based on the customer's financial objectives and experience. Assist with estate planning.

Professionally handle customer and employee inquiries that require in-person, telephone, or email responses and maintain confidentiality of customer account information by following established policies and procedures.

Coordinate the operational capabilities and other capabilities needed to support trust products and services; ensure up to date compliance.

Develop a thorough understanding of the trust accounting system to effectively provide backup support as needed.

Additional Duties and Responsibilities:

Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required.

Perform other duties as may be necessary to fulfill the responsibilities of this role.

Knowledge, Skills, and Abilities:

High school diploma or equivalent and a minimum of five years of previous related experience required.

Computer literacy including experience with Office Suite, MS Word, Excel, PowerPoint, and other computer software products.

Ability to prioritize a diversified workload, handle multiple tasks concurrently; exercise good judgment in all areas of responsibility; and work effectively under pressure and deadlines.

Strong verbal and written communication required, including reports, presentations, and group facilitation skills.

Time management and planning skills with focus on organization, accuracy and attention to detail; ability to manage assigned projects under minimal supervision.

Exhibit and maintain high degree of professionalism, confidentiality, and integrity.

Working Conditions:

Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average at least 25-28 hours a week. Some unscheduled evening and weekend work may be required. Occasional out-of-town and overnight business travel is required. Travel to branches and private homes may also be necessary.

Full-time