Trust Administration Assistant jobs in Connecticut

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Trust Administration Assistant
  • Essex Savings Bank
  • Essex, CT FULL_TIME
  • Essex Savings Bank’s Trust Department is looking to fill the role of Trust Administration Trust Operations & Administration Assistant. The incumbent will perform a variety of trust administrative functions on a daily basis.

    • Under the Trust Operations Manager and Trust Administration Assistants’ supervision, train in the substantive and technical aspects of the proper operation and administration of trusts. Support the Department in trust account file preparation, review and maintenance, as well as daily and monthly operations matters.
    • Learn different elements of trust administration, including cash needs management, processing receipts and disbursements, account compliance with regulations, and coordination with operations and internal and external stake-holders. Learn to interpret trust instruments and other legal documents. Complete preliminary work related to account open and close matters.
    • Train to accurately post transactions for accounts, transaction entries, monthly account and securities reconciliations and verification of assets. Interface, as needed, with the operations outsourcing company as well as investment firms engaged by the Department. Sensitivity to deadlines for posting transactions and month end reporting is critical.
    • Train as a back-up to the Trust Operations Manager to provide daily operations, month-end balancing and account reconciliation. Assist with additional daily and monthly operational tasks as needed.
    • Ongoing training and development required. Intermediate proficiency in Microsoft Excel required in addition to basic proficiency in the remaining Microsoft Office suite applications. Train and grow to intermediate proficiency in trust accounting system. Participate in internal and external training regarding developments in law and related matters involving trust administration.
    • Perform other duties as assigned.

    Basic Qualifications

    • High school diploma and Associates Degree
    • Proficient computer skills with a solid grasp on Microsoft Excel and Word
    • Excellent Customer Services Skills
    • Strong written and oral communication skills
    • A high degree of attention to detail necessary
    • 2 – 3 years of trust or wealth management administration

    Preferred Qualifications

    • Experience in FIS Charlotte or other trust accounting platform
    • Ability to multi-task

    DISCLAIMER: The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job.

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

    We offer competitive pay, benefits and an excellent working environment. Submit resumes and salary history to:

    Essex Savings Bank Human Resources, P.O. Box 950, Essex CT 06426.

  • 2 Days Ago

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Paralegal - Trust and Estate Administration
  • Reese, Hirsch, Shoults & Harrison, LLC
  • Ridgefield, CT FULL_TIME
  • Busy, well established small boutique firm located in Ridgefield, Connecticut seeks probate/estate paralegal with experience in all aspects of the trust and estate administration process, including Pr...
  • 28 Days Ago

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Administration assistant
  • Wesleyan University
  • Middletown, CT FULL_TIME
  • Reporting to the Assistant Athletic Director-Business Operations, the Sports Administration Assistant is responsible for coordination of various departmental initiatives and critical day-to-day operat...
  • 24 Days Ago

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Administration Assistant
  • Juniper
  • Southington, CT FULL_TIME
  • Position Summary: Our Operations & Administrative Assistant will be responsible for performing general administrative duties including receptionist duties, calendar management, office management, even...
  • 25 Days Ago

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Administration Assistant
  • PrideStaff
  • Waterford, CT FULL_TIME
  • We are looking to hire a Administrative Assistant in Waterford, CT!Schedule: Monday - Friday 8:00AM-5:00 PMPay: $25/hrA Law firm is looking for a sharp, professional, and fast learning administrative ...
  • 3 Days Ago

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Administration Assistant (FT)
  • Juniper
  • Southington, CT FULL_TIME
  • Position Summary:Our Operations & Administrative Assistant will be responsible for performing general administrative duties including receptionist duties, calendar management, office management, event...
  • 24 Days Ago

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Trust Administration Assistant
  • Commonwealth Trust Company
  • Wilmington, DE
  • Job Description Job Description This position is responsible for providing administrative support to the Trust Administr...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant General Administrative
  • Builders FirstSource, Inc.
  • Surprise, AZ
  • Under general supervision performs a variety of administrative and clerical duties in support of one or more departments...
  • 3/28/2024 12:00:00 AM

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Trust Administrative Assistant II
  • First Financial Bank
  • Odessa, TX
  • Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial F...
  • 3/27/2024 12:00:00 AM

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Buyers' Clerical / Administrative Support
  • EbLens
  • Torrington, CT
  • **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
  • 3/27/2024 12:00:00 AM

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TRUST ADMINISTRATIVE ASSISTANT (Part-Time)
  • Commercial Bank & Trust Co
  • Memphis, TN
  • Job Description Job Description Role and Responsibilities: Open, stamp, scan, and distribute mail and other incoming and...
  • 3/26/2024 12:00:00 AM

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Clerical Administrative Assistant
  • Manpower
  • Beverly, WV
  • Our client, is seeking an administrative assistant to join their team. As an administrative assistant, you will be part ...
  • 3/26/2024 12:00:00 AM

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Receptionist / General Administrative Assistant
  • First Industrial
  • Chicago, IL
  • Job Description Job Description General Summary Receptionists are expected to have the phone line open and operating pro...
  • 3/26/2024 12:00:00 AM

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General Administrative Assistant
  • Florida National University-Main Campus
  • Hialeah, FL
  • Helps maintain an efficient office environment. This position will provide administrative, secretarial and clerical supp...
  • 3/24/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$49,613 to $63,242

Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019