What are the responsibilities and job description for the Trust Administrator position at KBW Financial Staffing & Recruiting?
A well-known firm in Salem, NH is seeking a Trust Administrator for their team. The Trust Administrator will be part of a team and report to the Operations and Compliance Manager. This is an excellent opportunity to become part of an outstanding firm, with a stellar reputation and longevity with their employees.
The Trust Administrator Will Be Responsible For The Following
For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at mdoyle@kbwfinancial.com
The Trust Administrator Will Be Responsible For The Following
- Opening new accounts in the trust department
- Coordinating major events during life of the trust
- Oversee the closing of accounts
- Serve and anticipate needs of clients by phone, email and correspondence by monitoring distributions, cash levels in accounts and upcoming account activity
- Coordinate custodian bank activity including asset and cash transactions and SEI receipt and disbursement codes for inputting transactions
- Maintain client files including electronic files
- Manage client documents including wills and trusts.
- 5 years of trust administration experience
- Experience with trust accounting systems
- Previous General Ledger experience
- Knowledge of multi-currencies
- Excellent communication skills, verbal and written
For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at mdoyle@kbwfinancial.com
