Trust Administrator

Trust Administrator

Reporting to the Vice President, Investment Management, Trust Company, the Trust Administration team provides exceptional service to financial advisors and clients by accurately and efficiently managing all accounts and ensuring the terms of the governing document are followed, mitigating risk within accounts, and following all policies and procedures. The team maintains strong working relationships with Hightower's registered investment advisors and provides superior customer service to trust beneficiaries.

The Trust Administrator is responsible for assisting Trust Officers and directors in administering accounts, processing cashiering, and completing account maintenance.

Client Services

• Respond to client inquiries in accordance with our service standards
• Research various account-related matters for clients or Trust Officers

Account Administration

• Assist with post-acceptance and annual administrative account reviews
• Assist with account maintenance

Operations

• Collaborate with Trust Operations to accurately and promptly set up distributions and other disbursements
• Prepare and review daily custodial reports (Trust Company distributions, periodic payments, and overdrafts)

What You'll Bring

• Bachelor's degree
• 3 years of trust administration and/or estate planning experience; fiduciary trust administration
• Practical experience in the RIA and/or wealth management environments
• CTFA or ATFA designation preferred
• Ability to work in a fast-paced environment, including excellent time management skills and the ability to balance multiple competing priorities
• Strong analytical skills, including the ability to research problems, determine root causes, and identify and implement solutions
• Superior organizational skills and the ability to handle multiple priorities with grace without sacrificing quality, accuracy, or deadlines
• Laser-focused attention to detail
• Proficiency in Microsoft Office applications
• Excellent interpersonal, written, and verbal communication skills and the ability to deal effectively with a variety of people
• Ability to work independently and efficiently and also to work well in a group setting
• Highly motivated self-starter
• Knowledge of the principles of trust administration

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother's lounge onsite
• Flexible PTO plan
• In-office Monday through Thursday and work from home on Fridays
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $80,000- $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY

EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.