Associate Trust Administrator

Supports internal and external clients, including beneficiaries and advisors, responding to routine inquiries and assisting with account-related requests.
Maintains client account information, ensuring accuracy and completeness.
Supports execution of account transactions, including cash movements, check processing, and account updates.
Monitors account activity for overdrafts and exceptions, escalating issues and supporting resolution.
Assists with account openings, closings, and transfers, ensuring proper documentation.
Prepares reports and gathers account data to support reviews, audits, and ongoing client servicing needs.
Coordinates documentation with internal teams, external partners, and tax preparers.
Works closely with Trust Administrators and Officers to support day-to-day account management.
Follows established procedures and contributes to consistent operational practices.

Requirements

• High School Diploma or equivalent required, bachelor's degree preferred.
• Minimum of 2 years of demonstrated fiduciary administration or client service experience preferred.
• Basic knowledge of trust administration, estate planning strategies, and income, gift, and estate tax concepts.

Core Competencies

Demonstrates expertise in fiduciary administration and client service, with a strong focus on trust administration, account management, and compliance with established procedures. Proficient in preparing reports and coordinating documentation to support client needs and operational practices.

Highest-signal resume keywords

• Fiduciary Administration
• Client Service Experience
• Trust Administration
• Estate Planning Strategies
• Account Management

ATS Optimization Keywords

Hard Skills

• Account Transactions
• Cash Movements
• Check Processing
• Account Updates
• Account Openings
• Account Closings
• Account Transfers
• Report Preparation
• Data Gathering
• Monitoring Account Activity

Soft Skills

• Client Support
• Problem Resolution
• Communication
• Collaboration
• Attention to Detail

Certifications & Qualifications

• High School Diploma
• Bachelor's Degree Preferred

Industry Keywords

• Trust Administration
• Estate Tax Concepts
• Income Tax Concepts
• Gift Tax Concepts
• Operational Practices