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)
Major Functions:
Promote growth and profitability of the organization through the development of new business. Build client relationships through portfolio administration of financial management and trust accounts.
Essential Duties:
Wealth Advisor
Growth and Retention of Financial Management & Trust Services
Additional Responsibilities:
Requirements:
Education & Experience
Knowledge, Skills & Abilities:
Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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