Trust Administrative Assistant Jobs

Knowledge of all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.

2 - 5 years years of Personal Trust Administration, Wealth Management, or related experience.

Work with minimal oversight, make non-routine decisions and bring complex problems to management for guidance.

Be knowledgeable in fiduciary law, investments, tax, and other aspects of trusts.

Work closely with Investment personnel to support trust requirements.

Ensure receipt of proper documentation for new account openings and account terminations.

Be the relationship manager, administering trust accounts including irrevocable, foundations/endowment, guardianships, and agencies.

Experience working with more complex trust accounts

2+ years trust administration experience required

Generate new business from an existing book and internal referrals.

Cold calling on prospects is NOT required.

Preferred: JD, CTFA, and other industry designations

Pay range: $50K-$70K depending on experience

Type: Direct hire with full benefits

Expertise in intermediate software, such as advanced Adobe, Sharefile, DocuSign, SimplyAgree, Smartsheet, Carta and Deal Manager.

Manages CLE attendance to comply with license rules and regulations.

2+ years of experience working within Trusts and Estates law - required

Schedule: Monday-Friday standard business hours

Bachelor’s Degree in Accounting, Finance or Business

2 years plus experience in Trust Operations / Banking

Two plus years of total work experience is preferred, with at least 2 years of experience in financial services accounting/operations preferred

Interpersonal skills necessary in order to communicate with Trust Administrators, Attorneys and Staff

Proficiency with Microsoft Office with a working knowledge of Excel

Works with Trust Administration Team, Trustees and Legal Assistants to coordinate the opening of new trusts.

Previous Administrative Assistant experience preferred.

Associates degree in related field or Administrative Assistant Certification a plus.

Advanced knowledge of Microsoft Office (Word, Excel, Outlook).

Excellent verbal and written communication skills.

Provides telephone support, including answering phones, taking detailed messages, transferring calls to appropriate staff, handling and/or researching routine requests.

Provides trust administrative support including scheduling meetings and/or appointments, processing and assembling informational materials for meetings and/or seminars/lunches.

Experience as a virtual assistant.

Proven experience as an executive assistant or other relevant administrative support experience.

A proactive approach to problem-solving with strong decision-making skills.

Professional level verbal and written communications skills.

Full benefits with a hybrid schedule.

Preparing financial statements, reports, memos, invoices letters, and other documents.

Manage and oversee, large complex client relationships that include trusts, family limited partnerships, GRATs and foundations.

Bachelor’s degree or equivalent experience required and CTFA.JD preferred

10+ years of previous Trust Administration experience

Experience managing Delaware Directed Trusts with complex structures

Knowledge of Personal Trust Law and Administration

International trust administration experience is preferred

Recommends changes in the grants management process and technology to improvise efficiency, transparency, compliance, and applicant experience.

A Minimum of five years professional experience in philanthropy, grant management, and/or related experience.

Collaborate with the Trust Manager and Trust Program Manager to ensure all aspects of the projects are adequately supported.

Experience with Microsoft Office and Google Suite is preferred.

Strong communication, interpersonal, organizational and analytical skills.

Conducting initial assessments of applications and requests for payments.

At least 2-3 years of financial services experience required

Trust and fiduciary account experience preferred

Attention to detail, analytical skills and strong organizational skills essential

Schedule, characterize and code client bills into TrustDesk system

Create and store vendor Name Address records in TrustDesk system

Schedule each bill for payment from each client's appropriate account(s)

·Superior verbal and written communication skills

·Computer skills, particularly Outlook, Excel, PowerPoint and Word

·Bank, trust company or other financial services experience

·Monitor daily reports to ensure account liquidity and accuracy of trust administration transactions

·Support trust compliance by strictly adhering to Company policies and procedures and assisting with annual account reviews

·Ability to work independently and problem solve

Personal presence, interpersonal skills, experience in developing strong client relationships, and a deep client service orientation.

Contributes to the sales effort by sharing technical expertise and product knowledge and providing support to officers.

Degree in Accounting or Finance - CFP, JD a plus.

Knowledge and understanding of investment principles and asset allocation strategies.

Excellent written skills, with ability to write business correspondence.

Must have a strong ability to organize and manage tasks, balance changing priorities to deliver the highest quality of trust services.

Basic to intermediate skills working in an remote environment.

Intermediate to advanced skills with the following programs (or similar programs): Data Tree, One Legal, and iManage.

Basic knowledge of state and local probate court rules.

Intermediate to advanced Skill in the use of software systems: Outlook, Word, Excel, Adobe Acrobat DC, and Power Point.

Detail oriented; excellent proofreading skills.

Excellent oral and written communication skills.