Trust Administrator
On-site · Las Vegas, Nevada, United States
Job Summary
Trust Administrator responsible for all aspects of trust administration including quality checking of new account setup, conducting annual reviews, and ongoing relationship management. Manage documentation for new account openings and terminations; review accounts for proper cash categorization (principal and income), cost basis, tax reporting, and other trust aspects. Resolve trust issues with knowledge of fiduciary law, investments, and taxes. Collaborate with colleagues to retain and expand client relationships and work closely with Investment personnel to support trust requirements. Strong attention to detail, clear communication (oral and written), and ability to work with minimal oversight to address complex problems.
Required Qualifications
- 1 - 15 years of Personal Trust Administration experience
- Familiarity with Compliance and Regulation in the Trust arena
- 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
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