Trust Administrator
$57,500–$106,500 year
On-site · Chicago, Illinois, United States
Job Summary
Trust Administrator role focused on providing high-quality sales and service to Trust & Estate clients, ensuring compliance through reviewing trust documents, managing accounts, and collaborating with branch/regional teams. The position involves risk assessment, reporting and analytics, supporting audits, and facilitating relationship management with internal/external stakeholders to drive client satisfaction and retention. Requires 4-6 years of experience (Bachelor’s preferred) and strong fiduciary knowledge; salary range $57,500-$106,500; salaried with potential commission and comprehensive benefits.
Required Qualifications
- Bachelor’s degree in Finance or related field preferred
- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
- Strong knowledge of Personal Trust Administration processes and procedures
- Broad knowledge of Trust Tax, Trust Accounting and Investment Management
- Broad knowledge of fiduciary laws including estate planning techniques, relevant tax regulations
- Technical proficiency gained through education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Data driven decision making - In-depth
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