Summary:

Our award-winning client is seeking a Trust Administration Professional to deliver high quality service.This role is poised for growth and must demonstrate proper effort, attitude and discipline to work in a fast paced company.

Responsibilities:

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

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

• Provide support to the Trust Officers and Administrators

• Resolve other trust issues.

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

• Work with colleagues to retain and expand existing client relationships.

• Work closely with Investment personnel to support trust requirements.

Required Qualifications:

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

• Attend to details while maintaining a big-picture orientation.

• Understanding of various types of investments and strategies.

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

• Communicate effectively, both orally and in writing, with all organizational levels.