Senior Trust Administrator

OVERVIEW OF THE COMPANY

This firm is a full-service private family office. We provide alternative investment management, trust

services and integrated wealth management services to four generations of one of our founding families.

The office serves a broad range of family households across complex investment partnerships, trusts, and

foundations. This firm is a collaborative setting where employees share knowledge and actively participate

in projects and discussions across practice areas. The office offers a dynamic environment with

sophisticated technology, numerous complex structures and many new initiatives that will make this

position interesting, challenging and rewarding.

This position is located in downtown Chicago. This firm offer a flexible hybrid work environment with a

typical week being three days in the office and two days remote.

The Senior Trust Administrator will support the administration of family trusts and the operations of a

regulated private trust company ("PTC"), ensuring compliance with fiduciary standards, legal

requirements, and internal policies. This role serves as a key liaison between both family members and

internal teams. The Senior Trust Administrator will report to the Vice President, Trust Services.

• Lead specified trust and client relationships, including oversight of the daily administration needs
• Draft or review discretionary distribution requests and annual account reviews in accordance with the PTC’s policies and procedures manual
• Assist with the process of onboarding new trusts to the PTC
• Assist with meetings of the PTC committees and individual family trustees by preparing meeting materials and documenting and executing decisions
• Assist with the implementation of trust administration processes and workflows
• Collaborate with the accounting team on financial matters such as distribution calculations, income and principal allocations, and cash management
• Prepare annual long-term cashflow projections for family trusts
• Partner with internal and external tax professionals to manage the trust tax compliance process, ensuring timely information gathering and accurate filings of tax returns
• Assist with preparation and presentation of trust education content for beneficiaries and internal team members