What are the responsibilities and job description for the Trust Administrator position at Goulston & Storrs?

SUMMARY : Goulston & Storrs, an Am Law 200 law firm, is seeking an experienced Trust Administrator to join our thriving Private Client & Trust Group to manage all aspects of ongoing administration of assigned Trust relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Primary Responsibilities :

Regularly review and understand various types of trust instruments.
Manage assigned trust relationships including all aspects of opening, administering, and closing of trust matters and provide support to attorneys.
Responsible for identifying and reporting compliance related matters within Trust & Fiduciary Services as well as assisting with the management and mitigation of risk.
Understand the nuances of the discretionary review process and participate in such evaluations.
Process investments, facilitate gifts make distributions and bill pay servicing.
Communicate with clients regarding cash needs and bill payment.
Contribute to the fostering of a strong team oriented positive culture.
Work effectively with multiple office departments following established procedures, ensuring high quality completion of client and trustee requests.
Support and provide backup during periods when other team members are away from the office.
Effectively manage multiple on-going projects, coordinate processes and successfully prioritize multiple tasks with good judgment.
Be readily available for client and trustee requests and inquiries.
Other duties as assigned.

Core Competencies and Qualifications :

Significant experience with trust accounting systems and trust operations.

Solid understanding of the role of fiduciaries and delivery of trust services.

Demonstrated interpersonal skills suggesting ability to enhance the firm’s reputation, service and business – both internally and externally.

Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations.

Consistent and strong follow-up skills with a strong attention to detail.

Excellent verbal, written, analytical and technical skills.

Strong organizational skills with great attention to detail.

Strong multi-tasking and prioritizing skills with the ability to meet deadlines.

Excellent written and verbal communication skills.

Exceptional interpersonal skills with a customer service focus.

Ability to work independently and as part of a team.

Proficiency with Microsoft Excel.

EDUCATION / EXPERIENCE :

Bachelor’s degree from accredited college or university required. Additional educational certifications such as CFP®, CTFA encouraged.

At least 5 years’ experience working within a Trust Department, with exposure to working directly with trustees, settlors and beneficiaries on trust matters and demonstrated track record of understanding all the components of trust administration.

This job description is intended to be general and may evolve over time. It is subject to periodic updating and is subject, at the firm’s discretion, to the assignment of different or additional duties.

Goulston & Storrs provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, age, handicap, disability or veteran status in accordance with applicable state and federal laws. In addition, Goulston & Storrs complies with applicable federal, state and local laws governing nondiscrimination in employment.

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