What are the responsibilities and job description for the Sr. Trust Administrator – To $150K – East Brunswick, NJ – Job # 3402 position at The Symicor Group?
Sr. Trust Administrator – To $150K – East Brunswick, NJ – Job # 3402Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our bank client is seeking to fill a Sr. Trust Administrator role in the East Brunswick, NJ market. The position is responsible for managing multimillion-dollar trust portfolios, primarily established by Municipalities throughout New Jersey. The Wealth Management Administrator will be responsible for handling fiduciary account administration and functions for individual and corporate client accounts, to ensure compliance with applicable laws, regulations, policies, practices, and procedures.
This position offers a generous base salary of up to $150K and an excellent benefits package. (This is not a remote position).
Sr. Trust Administrator responsibilities include :
- Demonstrate strong technical knowledge of trust and estate law, gift, irrevocable life insurance trust, IRA accounts, and all ERISA regulations and standards for retirement planning.
- Assess client estate and tax planning needs, from a legal and business perspective to effectively guide clients and their advisors to meet client and bank interests and objectives.
- Maintain sound client relationships by managing administrative and fiduciary functions in all individual accounts, and follow all applicable state and federal banking rules and regulations.
- Engage with clients regularly, providing excellent customer service on tax investments, and general information on estate planning.
- Review Trust documents, providing a summary of Trust powers and any potential areas of concern.
- Act as liaison with client attorneys, tax accountants, and other professionals to ensure the best outcome for client accounts.
- Align closely with investment and financial & estate planning experts to design comprehensive financial strategies and solutions to help clients achieve long-term goals.
- Identify concerns and / or potential problems with clients’ accounts and address them with the Chief Trust Officer and CEO. As appropriate, make recommendations to resolve discrepancies.
- Implement and follow through on plans as needed, upon determination of asset allocation decisions.
- Actively participate in investment, administration, and payment review committees for Trust accounts.
Who Are You?
You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience :
The next step is yours. Email us your current resume along with the position you are considering to :
J-18808-Ljbffr
Salary : $150,000
