Trust Administrator​/Assistant Trust Officer

Trust Administrator/Assistant Trust Officer

Garden State Trust Company is an independent trust company operating throughout New Jersey with a focus on providing superior service to clients and a network of professional contacts. Headquartered in Monmouth County, the company has continued to grow, creating an exciting opportunity for a motivated self‑starter seeking a career with tremendous growth potential.

We are looking for a TRUST ADMINISTRATOR/ASSISTANT TRUST OFFICER who wishes to work for an expanding independent trust company. This is a full‑time, in‑office position located in our Marlton, NJ office. The role requires an experienced Trust or Wealth Management Professional who can work directly with clients and administer their accounts, including preparing distribution requests, maintaining internal account reports, onboarding new clients, reviewing transactions, and ensuring compliance with company procedures and state regulations.

The candidate will field client requests and inquiries regarding their accounts and investments, assist the Investment Officer in portfolio management, and complete monthly and annual account administrative reviews.

Salary commensurate with experience.

• Base pay: $45,000.00/yr – $75,000.00/yr (Garden State Trust Company provided pay range)
• Additional compensation:
  Annual Bonus and Commission

• Assist with all aspects of Trust Administration, including review of governing instruments, correspondence with beneficiaries, other interested parties, outside advisors, and COIs; provide oversight and execution of client discretionary requests; facilitate tax filings; prepare trust terminations and final distribution of assets.
• Assist in onboarding new clients, including preparing presentation materials, attending client meetings, completing and filing account opening documents, opening accounts on Advantage system, preparing transfer paperwork, and following up with attorneys and clients as needed; develop and sustain COIs for client referrals.
• Ensure all client accounts are properly managed according to terms of the account agreements and trust documents; monitor accounts for compliance with all AML/BSA requirements and OFAC compliance; provide reports for TAC and Discretionary Committees.
• Attend continuing education opportunities and maintain any earned designations.
• Assist in estate settlement, including review and collection of assets, review of governing documents, gathering documentation for preparation of tax returns, accountings, and distribution of assets.

• Strong verbal and written communication skills; great interpersonal skills and professional demeanor when interacting with teammates and clients; willing to work with a team or independently.
• 3 years Trust Administration / Wealth Management experience.
• Knowledge of Microsoft Office package and Trust Accounting Software preferred.
• Detail oriented and self‑motivated, fast learner with ability to work independently, quickly and efficiently.
• Good organizational skills, ability to multi‑task while setting priorities and following through on tasks.
• Associate or Bachelor's degree in a business‑related field preferred.

• 401(k)
• Health insurance
• Paid time off

• Office (Marlton, NJ)

• 8 hour shift
• Monday to Friday

Mid‑Senior level

Full‑time

Finance and Sales

Financial Services and Trusts and Estates