Trust Administrator jobs in Fishers, IN

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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Trust Administrator
  • Fifth Third Bank
  • Indianapolis, IN FULL_TIME
  • Make banking a Fifth Third better

    We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

    GENERAL FUNCTION

    • Serve as administrative support for Senior Trust Advisors in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growth, and compliance with all policies and procedures governing fiduciary relationships
    • Support the client base of up to 2 Senior Trust Advisors
    • Primary interface with trust accounting system, Workflow, and trust operations
    • Responsible for understanding and implementing all internal policy and procedures

    ESSENTIAL DUTIES AND RESPONSIBILITIES

    • Client Service:
      - Frequent direct communication with client
      -
      Support Senior Trust Advisor with all decision-making aspects of trust administration
      - Partner with Trust Advisor to retain client base
      -
      Partner with Trust Advisor to optimize effective and efficient process and client service
    • Account Administration
      - Review daily trust activity
      -
      Ensure compliance with all processes and procedures- work with Senior Trust Advisor to ensure all documentation is retained
      - Work with Senior Trust Advisor and Trust Tax to ensure proper tax reporting
      - Coordinate with Middle Office on: Account opening, Cash transactions and Asset transfers
    • Sales:
      - Partner with Senior Trust Advisor on marketing proposals and materials
      -
      Assist with Life 360
      - Utilize CRM

    MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:

    • Bachelor's degree required; significant experience and expertise within Trust
    • 3-5 years fiduciary client service/sales experience
    • CTFA or working toward (preferred)
    • Professional communication skills
    • Knowledge of trust administration, estate planning strategies, and income and estate tax matters

    Trust Administrator

    LOCATION -- Indianapolis, Indiana 46204

    Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

     

  • 25 Days Ago

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TRUST INVESTMENT ADVISOR - Indianapolis
  • Stock Yards Bank and Trust
  • Indianapolis, IN FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with ...
  • Just Posted

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TRUST INVESTMENT ADVISOR - Indianapolis
  • Careers at Stock Yards Bank & Trust Co.
  • Indianapolis, IN FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with ...
  • Just Posted

C
REGIONAL MANAGER OF WEALTH MANAGEMENT & TRUST - Indianapolis
  • Careers at Stock Yards Bank & Trust Co.
  • Indianapolis, IN FULL_TIME
  • As a Regional Manager of Wealth Management & Trust, your day will be filled with opportunities to build and develop all facets of the Wealth Management Business in the Indianapolis market. Emphasis wi...
  • 27 Days Ago

S
Trust Officer
  • Security Federal Savings Bank
  • Carmel, IN FULL_TIME
  • DescriptionThe Trust Officer develops new business and manages accounts for which the financial institution acts as trustee, court-appointed financial guardian, estate personal representative, investm...
  • 9 Days Ago

O
Trust Specialist
  • Oxford Financial Group, Ltd.
  • Carmel, IN FULL_TIME
  • Position Summary: Supports TCO Fiduciary Officers with administration of all trusts. Executes various processes and procedures designed to ensure that all trusts are being administered according to th...
  • 1 Month Ago

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0 Trust Administrator jobs found in Fishers, IN area

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Ignition Developer (MES/Database Focused)
  • Flexware Innovation
  • Fishers, IN
  • WHAT FLEXWARE DOES Flexware Innovation is the go-to engineering firm for forward-thinking manufacturers that need to int...
  • 4/26/2024 12:00:00 AM

F
Ignition Developer
  • Flexware Innovation
  • Fishers, IN
  • Description WHAT FLEXWARE DOES Flexware Innovation is the go-to engineering firm for forward-thinking manufacturers that...
  • 4/26/2024 12:00:00 AM

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Benefits Advisor - Remote
  • Globe Life AIL - Steven Pavel
  • Fishers, IN
  • Inspirational, Innovative, Entrepreneurial - this is how we describe each of our empowered team members at The Waisman O...
  • 4/25/2024 12:00:00 AM

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Commercial Lines Insurance – Sales Producer
  • QUAD, a SolomonEdwards Company
  • Indianapolis, IN
  • Title: Commercial Lines Insurance – Sales Producer Location: Rogers, Arkansas (REMOTE) Salary: $100,000k - $125,000k (de...
  • 4/23/2024 12:00:00 AM

I
Account Manager
  • Indy Division (CNR-IN)
  • Carmel, IN
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/23/2024 12:00:00 AM

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Tax Senior Manager | Private Client
  • Forvis
  • Indianapolis, IN
  • Description & RequirementsFORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and plann...
  • 4/23/2024 12:00:00 AM

I
Territory Account Manager
  • IntelinAir, Inc
  • Indianapolis, IN
  • Job Description Job Description Intelinair is seeking a talented Territory Manager! At Intelinair we exist to help growe...
  • 4/23/2024 12:00:00 AM

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AWS Solution Architect
  • JobRialto
  • Indianapolis, IN
  • Position Description: The AWS Solution Architect is responsible for designing and deploying cloud-based solutions that l...
  • 4/22/2024 12:00:00 AM

Fishers is a city in Fall Creek and Delaware townships, Hamilton County, Indiana, United States. As of the 2010 census the population was 76,794, and by 2017 the estimated population was 91,832. A suburb of Indianapolis, Fishers has grown rapidly in recent decades: about 350 people lived there in 1963, 2,000 in 1980, and only 7,500 as recently as 1990. After the passage of a referendum on Fishers' status in 2012, Fishers transitioned from a town to a city on January 1, 2015. The first mayor of Fishers—Scott Fadness—along with the city's first clerk and city council were sworn in on December 21...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$57,256 to $73,163
Fishers, Indiana area prices
were up 1.3% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020