Trust Administration Assistant jobs in the United States

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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Administration Assistant
  • SUMITOMO MITSUI TRUST BANK, LIMITED
  • New York, NY FULL_TIME
  • About the Bank:

    Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.


    Department Overview:

    The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Administration Department (“ADM”) provides resources and various support services that facilitate the Branch’s flow of business in a cost-efficient way. ADM manages communication with Head Office and Branch departments on various issues, including the management of the disaster recovery process.


    Your Role Overview:

    Follow established guidelines for day-to-day, routine operational and administrative work. Responsible for providing administrative, clerical, or technical support for the department. This includes distributing information, data entry and processing transactions. Focus on daily deliverables and defined outputs under direct supervision.

    Your Duties and Responsibilities:
    • Assists with various Accounts Payable tasks, including daily bank account reconciliation, transferring data from Concur to QuickBooks, payment preparation, and manual data entry to QuickBooks, Concur, and ATLAS.
    • Creates Accounts Payable related reports to Head Office.
    • Provides assistance to the Accounts Receivable function, including data entry to QuickBooks, Concur, and Atlas.
    • Assists with various administrative tasks, which include creating various internal reports and applications, and other internal paperwork, as needed.
    • Manages document storage, including assistance for yearly review and destruction process for all departments.
    • Provides administrative support for MRC related transactions.
    • Assists with special projects as assigned.
    • Translates various documents and announcements from English to Japanese.
    • Performs other duties and responsibilities required by management.


    Your Qualifications:

    • Bachelor's degree or its equivalent with 2 years of related experience.
    • Excellent oral and written communication skills in Japanese and English.
    • Good knowledge of Microsoft Word, Excel, Outlook and SharePoint as well as other Microsoft Office products.
    • Good understanding of information security.
    • Good math ability and computer skills.


    Why you should join SuMi Trust:

    SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.

    • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.

    • We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.

    Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny


    We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application process, please let us know when the Human Resources staff reaches out to you for an interview.


    The anticipated salary range for this role is listed above. The specific salary offered to an employment applicant is based on the individual’s qualifications, experiences, the job responsibilities, an analysis of the current compensation paid for similar roles in the local geographic area, and key distinctions of the job as compared to current jobs in the Branch. The role may also be eligible for an annual discretionary bonus.

    Sumitomo Mitsui Trust Bank, Limited New York Branch is a branch of Sumitomo Mitsui Trust Holding Group. Learn more about the company, the values, and vision at https://www.smth.jp/english/about_us/philosophy
  • 8 Days Ago

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Team Lead, Trust Administration
  • Fidelity Personal Trust Company, FSB
  • , NH FULL_TIME
  • Job Description: The Role Due to our growth, Fidelity Personal Trust Company seeks a Team Lead, Trust Administration for our Merrimack, NH or Greenville, DE location! As an integral member of the Trus...
  • 2 Months Ago

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Bilingual Administration Assistant
  • SUMITOMO MITSUI TRUST BANK, LIMITED
  • New York, NY FULL_TIME
  • About the Bank:Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one o...
  • 8 Days Ago

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Trust Client Administration Officer-Williamsburg
  • TCV Trust & Wealth Management
  • Williamsburg, VA FULL_TIME
  • TCV Trust & Wealth Management (TCV) is an employee-owned, independent trust company that provides asset management, trust administration, and estate services to individuals, families, nonprofits, and ...
  • 12 Days Ago

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Trust Assistant
  • Guaranty Bank and Trust NA
  • Texarkana, TX FULL_TIME
  • At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast! Guaranty Bank & Trust offe...
  • 20 Days Ago

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PT Trust Administrative Assistant
  • Community First Trust
  • Magnolia, AR FULL_TIME
  • General Description Assists in special projects in assigned department(s). ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Performs administrative tasks such as word processing, answering phone calls, proces...
  • 20 Days Ago

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Administrative Assistant
  • Kyler Professional Search
  • Columbus, OH
  • Administrative Assistant Responsibilities: Provide comprehensive administrative support to three partners. Manage incomi...
  • 4/25/2024 12:00:00 AM

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Administrative Assistant
  • Prosum
  • Columbus, OH
  • Must have good customer service skills and a personality. 8-5 work hours, 2 days a week onsite (8 hours a day) at either...
  • 4/25/2024 12:00:00 AM

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Administrative Assistant
  • Dunson & Associates, Inc.
  • Columbus, OH
  • Job Description Job Description Relieves superior of routine administrative duties, makes recommendations regarding prog...
  • 4/25/2024 12:00:00 AM

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Executive Administrative Assistant
  • Wealth Management Company
  • Grove City, OH
  • Job Description Job Description We are seeking a highly organized and detail-oriented individual to join our team as an ...
  • 4/24/2024 12:00:00 AM

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Administrative Assistant
  • MOTOR WORLD USA LLC
  • Columbus, OH
  • Job Description Job Description We are seeking an Administrative Assistant to join our team! You will perform clerical a...
  • 4/24/2024 12:00:00 AM

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Administrative Assistant
  • Artech, LLC
  • Columbus, OH
  • Job Description Job Description Job Title: Administrative Assistant Location: Columbus, OH 43082 Duration: 3 Months Cont...
  • 4/23/2024 12:00:00 AM

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Administrative Assistant
  • Siegel Jennings
  • Columbus, OH
  • Administrative Assistant Responsibilities: Provide comprehensive administrative support to three partners. Manage incomi...
  • 4/22/2024 12:00:00 AM

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Administrative Assistant
  • Northstar Realty
  • Columbus, OH
  • Job Description Job Description The Administrative Assistant’s main function is to assist the CEO & CFO with assigned ta...
  • 4/21/2024 12:00:00 AM

Income Estimation for Trust Administration Assistant jobs
$46,159 to $58,840