Trust Administrator Associate
On-siteJackson, Wyoming, United States
Job Summary
Open estate or trust accounts with the Account Opening Group and interpret governing instruments to ensure proper record setup, including payments, fee schedules, and tax records. Analyze Wills and trust documents for legal, tax, administrative, and investment issues while coordinating service delivery. Handle ongoing day-to-day administration of accounts, proactively manage the account base to minimize operational issues, and resolve tax matters with officers and counsel. Assist the Trust Officer in maintaining beneficiary information, partnering with external advisors, and developing client relationships to grow the trust and estate business.
Required Qualifications
- Bachelor's degree
- Relevant years of experience in the trust and estates industry
- Experience in the administration and support of trust and estates
- General understanding of fiduciary products and concepts
- Legal knowledge
- Tax knowledge
- Investments knowledge
- Client knowledge
- Client relationships
- Proactive communication
- Clear and concise communication
- Time management
- Adaptability to delegate
- Coaching
- Training
Desired Qualifications
- Knowledge of trust and estate law
- Knowledge of income taxation
- Knowledge of transfer taxation
- Knowledge of generation skipping taxation
- Ability to apply that knowledge to post-mortem planning exercises
- Ability to apply that knowledge to account administration
- Advanced degree
- JD
- Certified Trust and Financial Advisor (CTFA)
- Paralegal certificate
- Paralegal experience in trust and estate practice
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