Senior Trust Specialist

Senior Trust Administration AssociateWe are currently looking to hire a Senior Trust Administration Associate within The Private Trust Company. This role is responsible for delivering exceptional customer service experiences, including accurate, timely and effective communication and execution of relational and transactional activities among clients and advisors, including high-net-worth accounts, while working as a team supporting trust officers. Essential functions include:Reading trust documentsParticipating primarily in general trust administration functions supporting a trust officerCoordinating requests and documentation needs with financial advisors, clients, accountants and attorneysWorking with officers in reviewing account documentation, administration and investment policies, cash liquidity needs, historical or prospective changes in client situations or activitiesPreparation of discretionary distribution memorandaCollaborating with the Middle Office during account openings; initiating operational functions to close accountsProcessing deposits and disbursementsFollowing up on issues identified during annual account reviewsHandling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs of those requestsFocusing on accuracy, organization and detailsOther duties include:Participating in client meetings as neededPreparation of special reports, spreadsheets and correspondence, as neededAssist in administering trust settlements and/or more complex trust accountsQualifications:Four year degree OR equivalent work experienceAt least three years of demonstrated experience in a trust administrative roleAbility to express ideas clearly, both verbally and in writing and to articulate issues and solutions in a client relationship environmentKnowledge and experience in estate planning, investments, bank compliance and trust regulations such as principal and income accountingThorough working knowledge of Microsoft Office and general computer skillsProject and time management skillsTechnical skills must have thorough working knowledge of computer systems including Word, Excel, PowerPointInterpersonal and problem-solving skillsPay Range: $22.32-$37.20/hour. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.Company Overview: LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.Join LPL Financial: Where Your Potential Meets Opportunity. At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.