Trust Administrator

Trust Administrator – Cleveland, OH

Trust Administration | Fiduciary Accounting | Financial & Tax Administration

Compensation: $85,000+

Salary negotiable based on experience.

Aligned Talent Acquisition is recruiting for an experienced Trust Administrator with a strong background in financial administration, fiduciary accounting, and trust-related tax matters to join a well-established Cleveland law firm's sophisticated Trusts & Estates practice.

This position is ideal for someone who enjoys the financial side of trust administration, including managing trust assets, processing distributions, overseeing financial transactions, and coordinating fiduciary tax responsibilities.

The selected candidate will work closely with attorneys, fiduciaries, beneficiaries, financial institutions, and tax professionals to ensure accurate and efficient trust administration.

We're particularly interested in candidates with hands-on experience in the following areas:

• Trust Financial Administration:
  Managing trust accounts, monitoring assets, processing deposits, paying bills, and overseeing financial transactions.
• Beneficiary Distributions:
  Calculating distributions, processing payments, and ensuring distributions comply with trust documents.
• Trust Funding:
  Assisting with funding trusts, transferring assets, and coordinating with financial institutions.
• Fiduciary Accounting:
  Preparing or assisting with trust accountings, reconciling financial activity, tracking income and expenses, and maintaining accurate financial records.
• Fiduciary Tax Administration:
  Experience calculating or coordinating estimated tax payments, gathering tax information, and assisting with trust tax reporting.
• Trust Tax Returns:
  Familiarity with Form 1041 (U.S. Income Tax Return for Estates and Trusts) and related fiduciary tax documentation.
• Tax Forms & Documentation:
  Familiarity with Forms 56, SS-4, and 2848 is highly desirable.
• Professional Coordination:
  Working with attorneys, accountants, financial advisers, banks, and beneficiaries on financial and administrative matters.

• Previous experience in trust administration, fiduciary services, estate administration, trust accounting, or a related financial administration role.
• Strong understanding of trust financial transactions and fiduciary responsibilities.
• Excellent organizational, analytical, and problem-solving skills.
• High level of accuracy and attention to financial detail.
• Ability to independently manage multiple trusts, deadlines, and financial responsibilities.
• Experience with GEMS, FAS, Centerbase, or similar systems is a plus; training is available.

Candidates with experience in bank trust departments, wealth management firms, fiduciary services, or law firm trust administration are encouraged to apply.

$85,000+ starting salary, negotiable based on experience

Opportunity to work on sophisticated trust and estate matters

Health, dental, vision & HSA benefits

401(k) + profit sharing

Life, disability & AD&D insurance

Vacation & PTO

Cell phone allowance & EAP benefits

Flexible environment with 2 work-from-home days per month

If you have experience in trust administration with a strong financial, accounting, or fiduciary tax background, I'd love to connect!

We're especially interested in professionals who have been directly involved in trust account management, bill payments, beneficiary distributions, trust funding, accountings, and fiduciary tax matters.

Whether you're actively considering a move or simply curious about the opportunity, I'd welcome a confidential conversation.

All inquiries are confidential. Your resume and identifying information will never be shared with a firm without your permission.

Devney Ayers Director of Legal Recruiting Aligned Talent Acquisition

devney