Trust Administration Advisor

Job Summary

A company is looking for a Trust Administration Advisor.

Key Responsibilities

• Administers and provides fiduciary advice for various Wealth trust accounts
• Partners with client teams to drive fiduciary new business identification and onboarding
• Ensures effective completion of trust administrative duties and compliance with policies and laws

Required Qualifications

• 10+ years of experience in Fiduciary Services, Private Wealth, or Institutional Investment Management, with 5+ years in Trust Administration
• Strong knowledge of estate planning, fiduciary, and tax laws
• Significant skills in legal document interpretation
• Intermediate or advanced PC skills, including Microsoft Office and database applications
• Ability to mentor and coach team members