Trust Administrator jobs in Alabama

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Estate and Trust Associate
  • BMSS, LLC
  • , AL FULL_TIME
  • Job Description & Summary

    BMSS Advisors & CPAs are looking for talented individuals with Estate and Trust experience to add to our Tax team. This role can work from any of our four locations in Alabama (Hoover, Downtown Birmingham, Gadsden, or Huntsville) and our new office in Mississippi (Ridgeland) and/or has the remote-work option offered to all our professionals. This role offers a wonderful career path with tons of opportunity for growth.

    BMSS is a Top 100 Advisory & Certified Public Accounting firm and was founded in 1991. We are experiencing an explosion in growth and have several roles we would like to fill in this area. Additionally, beyond estate and trust our services include tax planning, compliance and assurance, merger and acquisition, advisory, wealth management, accounting services, payroll, and IT Support. BMSS strives to give all clients "peace of mind" and believes in exceptional client experience.

    Qualifications:

    • The ideal candidates will have between 3 years of experience in Estate and Trust
    • Bachelor's degree in accounting
    • Exceptional communication and problem-solving skills to collaborate effectively with clients and staff
    • Have a valid CPA
    • Knowledge of and have ability to research Federal, State and Local tax codes and regulations

    Skills needed to be successful:

    • Prepare complex tax returns including, but not limited to Estate and Trust Fiduciary returns
    • Preparation and/or Review of 1041 trust and estate income tax returns
    • Provide excellent client service by producing quality work, quick turnaround and attentive service
    • Compile supporting financial statements and documents
    • Develop skills to attract new clients and market the company's services and products and facilitate expansion of business with existing clients

    What we offer:

    • Competitive salaries & bonuses
    • Company paid Medical, Dental, & Vision Insurance
    • Paid time off as well as volunteer days and a 4 week sabbatical
    • 401k matching
    • Life/Work balance
    • Mentorship to grow your role within BMSS
    • Exceptional training & structured career path
    • High functioning teams that value everyone's ideas and suggestions
    • At BMSS we love to eat! Look forward to a stocked pantry and fridge filled with your favorite snacks and ice-cold beverages
  • 20 Days Ago

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Trust Operations Specialist - Reconcilement
  • Argent Financial Group
  • Birmingham, AL FULL_TIME
  • Title: Trust Operations Specialist - Reconcilement Department: Trust Operations Pay Range: TBD FLSA Status: Non-exempt Report to: Reconcilement Supervisor Date: Company Profile: Argent Financial Group...
  • 13 Days Ago

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Estate and Trust Associate
  • BMSS, LLC
  • Birmingham, AL FULL_TIME
  • Job Description & Summary BMSS Advisors & CPAs are looking for talented individuals with Estate and Trust experience to add to our Tax team. This role can work from any of our four locations in Alabam...
  • 1 Month Ago

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Administrator
  • Everstory Partners
  • Florence, AL FULL_TIME
  • DescriptionWhy EverstoryAt Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mi...
  • 20 Days Ago

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Administrator
  • Jeanne Johnson Sandbox
  • Anytown, AL FULL_TIME
  • Job SummaryResponsible for the operation and instructional leadership at elementary and secondary schools. Trains and supervises staff, sets instructional objectives, and works to build a rapport with...
  • 1 Month Ago

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Administrator
  • NHS MANAGEMENT, LLC
  • Birmingham, AL FULL_TIME
  • Working with us means being part of something special: A team that is passionate about making an impact on our patients’ lives each and every day. Unlike the typical hospital setting, our facility off...
  • 1 Month Ago

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Trust Administrator
  • Cypress Hcm
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 4/23/2024 12:00:00 AM

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Trust Administrator
  • Wsfs Bank
  • Berwyn, PA
  • Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their finan...
  • 4/23/2024 12:00:00 AM

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Trust Administrator
  • Osaic
  • Las Vegas, NV
  • Premier Trust Opportunity in Financial Services Trust Administrator II Location: 4465 South Jones Boulevard, Las Vegas, ...
  • 4/21/2024 12:00:00 AM

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Trust Administrative Officer
  • Sierra Executive Solutions Inc
  • Reno, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
  • 4/21/2024 12:00:00 AM

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Senior Trust Administrator
  • Wilmington Trust
  • Florham Park, NJ
  • Overview: Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with...
  • 4/21/2024 12:00:00 AM

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Trust Administrator
  • Cypress HCM
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 4/20/2024 12:00:00 AM

O
Trust Administrator
  • Osaic
  • Las Vegas, NV
  • Premier Trust Opportunity in Financial Services Trust Administrator II Location: 4465 South Jones Boulevard, Las Vegas, ...
  • 4/20/2024 12:00:00 AM

S
Trust Administrative Officer
  • Sierra Executive Solutions Inc
  • Reno, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
  • 4/20/2024 12:00:00 AM

Alabama (/ˌæləˈbæmə/) is a state in the southeastern region of the United States. It is bordered by Tennessee to the north, Georgia to the east, Florida and the Gulf of Mexico to the south, and Mississippi to the west. Alabama is the 30th largest by area and the 24th-most populous of the U.S. states. With a total of 1,500 miles (2,400 km) of inland waterways, Alabama has among the most of any state. Alabama is nicknamed the Yellowhammer State, after the state bird. Alabama is also known as the "Heart of Dixie" and the "Cotton State". The state tree is the longleaf pine, and the state flower is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$56,946 to $72,767

Trust Administrator in Nashville, TN
If you have any questions, you should call the estate attorney who set up the trust for them.
December 03, 2019
Trust Administrator in Cleveland, OH
Becoming the family trust administrator is a big responsibility during a stressful time.
December 25, 2019
Trust Administrator in Shreveport, LA
Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
December 29, 2019