Trust Administration Specialist
18 hours ago
About the Role:
We are seeking a skilled Trust Administration Specialist to join our team at Talent Store. As a Trust Administration Specialist, you will be responsible for managing and administering various trusts, including revocable and irrevocable, testamentary, charitable, directed, special needs, court settlement, and closely held businesses.
Key Responsibilities:
* Determine responsibilities, duties, and terms of the governing trust document and administer the trust accordingly
* Initiate and monitor account activity ensuring compliance with established policies, procedures, and applicable laws, rules, and regulations
* Monitor the accuracy of account transactions and information in the trust accounting system and work closely with the Operations Department to ensure accuracy
* Arrange for the appraisal of real property, evaluation, transfer, and protection of trust assets
* Interact professionally and with a high degree of follow-up with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other trust professionals regarding accounts
* Initiate contacts to market trust services and achieve marketing targets
* Actively manages account fiduciary risk by performing account reviews, operating in an unbiased manner within the trust provisions, and other fiduciary activities
Requirements:
* Working knowledge of fiduciary principles and trust administration practices
* Proven experience understanding the requirements of trusts, leveraging strategic partnerships, managing family questions and dynamics as well as external vendors and partners, and being guided by your ethics and values
* Completed the CFTA exam successfully, or can soon
* High level of integrity, drive to fulfill fiduciary needs and requirements, and ability to work autonomously and collaboratively with internal and external partners
* Strong interpersonal and communication skills, initiative, dependability, and a high level of motivation
* Outstanding organizational skills, writing, and analytical skills with excellent follow-up, and the ability to set priorities, make independent decisions, and find sound solutions
What We Offer:
* A wide salary range, based on experience and credentials: $85,000 - $115,000
* Additional discretionary bridge compensation offered for taking on additional training, mentoring, or growth responsibilities
* Health Benefits: 97% employer-paid health premiums, 100% employer-paid vision, and 75% employer-paid dental coverage premiums
* Simple 401K with an employer match of up to 3%, with only a 90-day wait
* Investment in continued education and training
* Close-knit, collaborative, and family-like culture
How to Apply:
If you are a motivated and experienced Trust Administration Specialist looking for a new challenge, please submit your application to Talent Store.
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