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Trust Administrator Jobs

Senior Trust Administrator Jobs
By Walton Enterprises At Naples, FL, United States
Assist other members of the team with account acceptance processes, discretionary request analysis, and compliance management
Coordinate with account administration for fiduciary, investment management, estate settlement, and/or custody accounts for complex relationships
Develop and maintain a working knowledge of governing documents and account agreements
Develop and maintain a working knowledge of various business applications critical to success
Attend internal training to further develop knowledge and understanding of issues affecting the trust company and trust accounts
Participate in continuing education to maintain any professional designations and to stay current in trust administration
Trust & Estates Paralegal Jobs
By Adams & Martin Group At San Jose, CA, United States
A minimum of three years direct experience in probates, conservatorships and trust litigation
Ability to multitask, manage large caseload in a consistent and timely manner, and track and
Paralegal Certification from an ABA approved program required
Preparation and filing of court pleadings, Judicial Council forms, inventories and asset transfer
Preparation and filing of Probate and Conservatorship petitions, Spousal Property petitions,
Heggstad petitions, Trust Reformation and/or Modification Petitions, etc.
Trust Operations Representative Jobs
By Raymond James Financial At , Saint Petersburg, 33716
An equivalent combination of experience, education, and/or training approved by Human Resources.
Serves as a back-up in cross-functional responsibilities during absences.
Performs other duties and responsibilities as assigned.
Principles, practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use sound judgment in prioritizing tasks and responsibilities.
Wealth Management, Trust & Estates, Trust Officer
By JPMorgan Chase & Co At , Chicago, 60603
Solid Client Relationship Management experience
Required Qualifications, Skills and Capabilities
In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
Relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
Trust & Safety Researcher - Usds
By TikTok At , Mountain View, 94041, Ca $144,000 - $312,444 a year
Minimum 2+ years work experience in quantitative analysis with relevant degree/experience.
Experience with data modeling and statistical analysis techniques, including: hypothesis testing, model evaluation, and common regression/classification algorithms.
Knowledge of social media processes and products, as well as current gaps that can be exploited by threat actors.
Understanding of current industry data analytical capabilities and shortcomings.
Leverage data mining, model development, and statistical expertise to efficiently and accurately complete projects and products.
Have an understanding of when to use these various methodologies based on the scope, size, and nuances of the problem.
Manager Trust Tax Jobs
By Bank of Hawaii At , , Hi

Under the direction of the Manager, responsible for the overall administration, management, and operations of the Trust Tax Department. This position takes a lead role on all aspects of tax advisory ...

Trust & Safety Researcher - Usds
By TikTok At , Los Angeles, Ca $136,800 - $296,822 a year
Minimum 2+ years work experience in quantitative analysis with relevant degree/experience.
Experience with data modeling and statistical analysis techniques, including: hypothesis testing, model evaluation, and common regression/classification algorithms.
Knowledge of social media processes and products, as well as current gaps that can be exploited by threat actors.
Understanding of current industry data analytical capabilities and shortcomings.
Leverage data mining, model development, and statistical expertise to efficiently and accurately complete projects and products.
Have an understanding of when to use these various methodologies based on the scope, size, and nuances of the problem.
Trust Assistant Jobs
By Provision People At Greater Philadelphia, United States
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.
Trust & Safety Specialist Jobs
By Substack At San Francisco, CA, United States
Help improve processes to optimize efficiency, safety, and the reader/writer experience
Experience working cross-functionally with Engineering and Product teams to drive internal tooling and product improvements
Experience drafting standard operating procedures
Familiarity with Zendesk ticketing (administration experience is a plus)
Respond and resolve complex user issues related to copyright infringement, privacy, user safety, risk, compliance, and content moderation
Review and moderate highly sensitive content on the platform
Trust & Safety Contractor Jobs
By Facebook At United States
* Uphold the Trust and Safety efforts across Business Integrity ensuring a safe business/consumer experience.
* Excellent communication skills, verbal and written
* Previous support experience with external facing clients
* Previous experience reviewing corporate or public policies, Trust and Safety or Integrity experience preferred
* 1+ years of experience
* Handle escalated scenarios acting as the subject matter expert across various Business Integrity work streams.
Trust Officer Jobs
By Chilton Trust At Naples, FL, United States
Interest in financial services, capital markets and wealth management; trust and estate administration experience a plus
2-4 years of corporate business experience, preferably in financial services, ideally in wealth management
Ability to anticipate needs and independently learn new skill sets on the job
Experience with financial services operations and transaction processing.
Experience administering trust and investment accounts with third-party custodian banks.
Experience executing investment transactions in client portfolios including public securities, hedge funds, private equity and real estate.
Trust Administrator Jobs
By Provision People At Greater Reno Area, United States
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
Trust Officer Jobs
By Provision People At El Paso, TX, United States
Ten years of experience working with trusts and estates.
Experience explaining investments to clients.
Experience making presentations to clients and boards.
Administer various trust accounts, ensuring client satisfaction within guidelines and regulations.
Explain investments to clients and work with the assigned investment officer.
Make presentations to foundations, endowments, and non-profit organizations.
Associate Trust Officer Jobs
By Rockefeller Capital Management At New York, NY, United States
Manages the assets and income of trusts in accordance with trust or estate planning objectives
3-6 years of experience in fiduciary or trust field
Experience with trust and estate administration for high net worth or ultra-high net worth individuals preferred
In depth product knowledge of fiduciary concepts and legal policies related to trust administration
Excellent communication and presentation skills
Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
Assistant Trust Administrator Jobs
By Daley And Associates, LLC. At Boston, MA, United States
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.
Director Of Institutional Trust
By Right Executive Search, LLC At Wilmington, DE, United States
· Responsible for all aspects of institutional trust administration, annual reviews, and ongoing relationship management.
· Experience working with retirement and defined benefit plans, foundations, endowments, corporate operating accounts and escrows
Note: Relo assistance may be offered
Responsibilities of the Director of Institutional Trust (Trust Custody Service Administration):
· Manage accounts in accordance with company policies and applicable laws.
Qualifications of the Director of Institutional Trust (Trust Custody Service Administration):
Administrative Assistant - Trust
By First National Bank - Ames | Ankeny | Osceola | West Des Moines, Iowa At Ames, IA, United States
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.
Senior Trust & Safety Specialist
By Change.org At United States
Outstanding project management skills, attention to detail, and organizational discipline.
3+ years of relevant experience in content moderation, trust and safety, risk management, or a similar field.
The most important skills and capabilities for the role are:
Strong writing skills for delicate communication with users, complicated information sharing with counterparts, documentation, etc.
Exceptional interpersonal and communication skills, with the ability to effectively collaborate with diverse teams.
Own daily escalations of user flags and coordinate priority cases with Legal and Engineering teams to address priority cases.
Executive Assistant - Trust & Estates
By The Forum Group At Washington DC-Baltimore Area, United States
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.
Senior Product Manager, Telco Trust
By Zoom At Denver, CO, United States
5+ years of experience in Product Management, preferably in the technology industry.
Develop services that intelligently identify inbound spam calls, delivering intelligent user experiences that minimize interruptions while maintaining genuine call integrity.
Build trust profiles for Zoom customers through robust 'Know Your Customer' flows, ensuring compliance with international telecommunications requirements.
Create 'branded calling' experiences that allow customers to project their brands effectively.
Ability to make data-driven decisions, leveraging strong data discipline and analytical skills.
Experience launching or managing products in the Software-as-a-Service (SaaS) space.

Are you looking for an exciting opportunity to use your expertise in trust administration? We are looking for a Trust Administrator to join our team and help manage our clients' trust accounts. You will be responsible for ensuring that all trust accounts are managed in accordance with applicable laws and regulations. If you have a passion for trust administration and are looking for a rewarding career, this is the job for you!

Overview Trust Administrators are responsible for managing and administering trusts, which are legal arrangements that allow a third party to manage assets on behalf of another person or entity. They are responsible for ensuring that the trust is managed in accordance with the terms of the trust agreement and applicable laws. Detailed Job Description Trust Administrators are responsible for managing and administering trusts, which are legal arrangements that allow a third party to manage assets on behalf of another person or entity. They are responsible for ensuring that the trust is managed in accordance with the terms of the trust agreement and applicable laws. This includes monitoring the trust’s investments, preparing and filing tax returns, and providing financial advice to the trust’s beneficiaries. Trust Administrators also manage the trust’s assets, including investments, real estate, and other assets. They also provide advice to the trust’s beneficiaries on how to manage their assets. Job Skill Requirements Trust Administrators must have excellent communication and interpersonal skills, as well as strong analytical and problem-solving skills. They must also have a thorough understanding of trust law and regulations, as well as the ability to interpret and apply them. They must also have a strong understanding of financial markets and investments. Job Qualifications Trust Administrators must have a bachelor’s degree in finance, accounting, or a related field. They must also have a minimum of five years of experience in trust administration or a related field. Job Knowledge Trust Administrators must have a thorough understanding of trust law and regulations, as well as the ability to interpret and apply them. They must also have a strong understanding of financial markets and investments. Job Experience Trust Administrators must have a minimum of five years of experience in trust administration or a related field. Job Responsibilities Trust Administrators are responsible for managing and administering trusts, which are legal arrangements that allow a third party to manage assets on behalf of another person or entity. They are responsible for ensuring that the trust is managed in accordance with the terms of the trust agreement and applicable laws. This includes monitoring the trust’s investments, preparing and filing tax returns, and providing financial advice to the trust’s beneficiaries. Trust Administrators also manage the trust’s assets, including investments, real estate, and other assets. They also provide advice to the trust’s beneficiaries on how to manage their assets.