What are the responsibilities and job description for the Trust Administrator position at Assured Trust Company?
Job Description
Job Description
Job Title : Trust Administrator
Are you looking to advance or start your career in the field of trust administration? Are you looking for a dynamic opportunity with a growing company? If so, the role of Trust Administrator at Assured Trust Company (ATC) may be a good fit.
About ATC :
ATC is a corporate trustee headquartered in Overland Park, KS. As a professional trustee, our team administers trusts on behalf of beneficiaries, many of whom are individuals with special needs. The work of ATC is based on a care model where the overall health and well-being of our clients is paramount.
Primary Responsibilities And Duties
Note : The summary of duties and responsibilities listed above are representative of the job requirements but are not meant to be all-inclusive or prevent other duties from being assigned as necessary.
Primary Job Duties and Responsibilities
Coordinate, monitor and assist with the entire onboarding process for new trusts and ensure all necessary forms are completed at the time of opening.
Assist our Trust & Care Officers with the administration of client accounts, ensuring timely action and compliance with guidelines.
Complete various forms (account set up, transfers, distributions, etc.).
Respond to client and vendor inquiries timely and thoughtfully.
Perform research and complete special projects as assigned.
Track missing information and resolve data discrepancies.
Assist with documentation of trust account reviews and periodic audits.
Review statements from external asset managers.
Generate statements for internal use.
Coordinate with internal and external parties for fiduciary tax filings.
Occasional project assistance (review beneficiary documents, inventory personal assets, meet with vendors, etc.).
Position Requirements
Bachelor's Degree required.
Previous trust administration assistance, accounting or related wealth management experience preferred.
Proficient computer skills, especially Microsoft Office applications and Internet browsers required.
Detail oriented and strong organizational skills.
Skilled at multi-tasking, managing priorities and problem-solving.
Ability to identify and escalate issues as appropriate.
Strong time management skills, ability to adapt and be flexible.
Must follow and maintain knowledge of policies and procedures and recognize the necessity for strict client confidentiality.
Communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
Ability to proactively work with both clients and fellow team members.
Ability to maintain a regular, predictable attendance.
Assured Trust Company is an equal opportunity employer. As such, we do not discriminate in employment on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factor.
Company Description
Assured Trust Company is a 5-year-old, Kansas-chartered, trust company providing special needs trust administration and directed trustee services. Our work is based on a care model where the well-being of our clients is the focus.
Company Description
Assured Trust Company is a 5-year-old, Kansas-chartered, trust company providing special needs trust administration and directed trustee services. Our work is based on a care model where the well-being of our clients is the focus.