What are the responsibilities and job description for the Estate & Trust Administrator position at Opti Staffing?
OPTI STAFFING GROUP IS HIRING
Learn more about the general tasks related to this opportunity below, as well as required skills.
Estate & Trust Administrator
Location : Anchorage, AK
Pay : $89,000 - $118,000 PY
COMPANY INFO :
Opti Staffing is excited to partner with Anchorage’s leading financial institution offering comprehensive wealth management services. They have shown they are committed to building lasting relationships with their clients and delivering exceptional fiduciary solutions in Alaska.
WHAT YOU’LL DO :
- Develop and maintain trust business relationships, including regular interactions with clients, attorneys, and beneficiaries.
- Administer complex trust and fiduciary accounts, ensuring compliance with applicable regulations and legal standards.
- Drive business development by identifying opportunities, cultivating referral networks, and representing the organization in community events.
- Prepare and deliver trust presentations, proposals, and financial reports.
- Coordinate tax planning and preparation for fiduciary accounts.
- Support the development of policies, procedures, and business strategies for the wealth management division.
- Collaborate with internal teams to meet client needs and achieve organizational goals.
- Supervise staff, providing training, guidance, and performance management as needed.
REQUIREMENTS :
BENEFITS :
NEXT STEPS :
Just hit the “Apply” button above and you’re half-way home!
Or, send your resume to CBelk@optistaffing.com or call 907-222-7009 and we’ll set up a time to meet!
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Salary : $89,000 - $118,000
