Trust Administrator I

Job Title:  Trust Administrator                                                   Date:  February 2024

JOB SUMMARY

Responsible for supporting the Trust Officer in their administration of trust and agency relationships that include various types of trusts, probate, guardianship, investment advisory and custody accounts.

The Trust Administrator assists the trust officer in the completion of a myriad of trust administration requirements to include posting transactions, administrative account reviews, updating transactions, and client communications.

DUTIES AND ESSENTIAL JOB FUNCTIONS

• Assist the Trust Officer in the coordination and execution of fiduciary and administrative services for clients.
• Support the Trust Officer as directed to effectively administer multi-generational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk.
• Provide administrative and clerical support to the Trust Officer in their collaboration with client and the clients' advisors.
• Assist with internal compliance of fiduciary policies and procedures regarding new business, asset acceptance, discretionary actions and other fiduciary and administration functions to include adhering to proper documentation requirements, completion of required identification and background checks, and following submission processes and procedures.
• Ensure all requests are accurate and complete before submission.
• Serve as valued team member and resource for other ATC employees and financial advisors; provide back-up for other Trust Officers and Trust Administrators as needed.
• Be a leader in exhibiting and adhering to the principles of teamwork.

QUALIFICATIONS

• Excellent client service skills.
• Excellent ability to collaborate with others to attain team goals and meet deadlines.
• Operate in a culture of individual accountability and team based performance.
• Excellent organizational skills and outstanding attention to detail.
• Proficient in Microsoft Office applications.

REQUIRED

• One-year prior experience in client service.
• Experience working on a team.

EDUCATION

• High School Graduate
• Bachelor’s degree in finance or accounting preferred.

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Environment: Work is performed primarily in a standard office setting.

Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.