Trust Administrator jobs in Montana
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)
Recently Added Trust Administrator jobs
Personal Trust Administrator
- D.A. Davidson Companies
-
Great Falls, MT
FULL_TIME
-
Job Description:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts.
Experience and Skills:Qualifications:
- 2 years of prior trust administration or related wealth management experience preferred.
- College degree or equivalent experience (preferably within trust administration) preferred.
- Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services is required.
- Paralegal certification or past employment in the capacity of a paralegal a plus.
- Basic understanding of fiduciary tax issues surrounding trust accounts.
- Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
- Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
- Detail oriented with strong organizational and problem-solving skills.
- Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPA’s.
Duties:
- Maintain a working knowledge of Davidson Trust Company policies and procedures.
- Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
- Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
- Process correspondence, reports, proposals as requested by the Trust Officer.
- Assist in the administration of accounts at the direction of the Trust Officer.
- Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
- Complete basic information on annual reviews and coordinate with the Trust Officer.
- Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
- Maintain a thorough knowledge and understanding of trust accounting principles.
- Research and respond to client requests as necessary.
- Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
- Perform various administrative functions including file creation and maintenance, managing incoming and outgoing mail/shipments, and maintaining closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
- Perform other duties and responsibilities as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Paid holidays Generous sick, vacation, and maternity/parental leave
- Pet Insurance
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies - 1 Month Ago
Administrator
- Gallatin Valley Surgery Center
-
Bozeman, MT
FULL_TIME
- JOB TITLE: Administrator Surgery Partners is currently seeking an experienced ASC Administrator to oversee the day-to-day operations. The Administrator is responsible for assuring that the daily opera...
- 24 Days Ago
Administrator
- Surgery Partners Brand
-
Bozeman, MT
FULL_TIME
- JOB TITLE: Administrator Surgery Partners is currently seeking an experienced ASC Administrator to oversee the day-to-day operations. The Administrator is responsible for assuring that the daily opera...
- 26 Days Ago
Mortgage Loan Assistant
- First Federal Bank & Trust
-
Billings, MT
FULL_TIME
- You may find the full job description and application at: www.efirstfederal.bank/connect/careers All candidates must complete an application. Our work environment is fast-paced and requires team membe...
- 1 Day Ago
Northern Rockies Director of Philanthropy
- Trust for Public Land
-
Bozeman, MT
FULL_TIME
- In January 2020, Trust for Public Land launched the power of land for people (2020-2025) strategic plan to fulfill our vision that every American should have close-to-home access to the benefits of na...
- 5 Days Ago
Systems Administrator/Network Administrator
- Ravalli County
-
Hamilton, MT
FULL_TIME
- Position: Systems Administrator/Network Administrator Classification: Full-time, Exempt Department: IT Reports to: IT Director Posting Date: March 12, 2024 Application Deadline: Until filled Rate of P...
- 1 Month Ago
Trust Administrator jobs at Popular Companies
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 ...
- 4/26/2024 12:00:00 AM
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...
- 4/26/2024 12:00:00 AM
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...
- 4/25/2024 12:00:00 AM
Trust Administrator
- Osaic
-
Las Vegas, NV
- Premier Trust Opportunity in Financial Services Trust Administrator II Location: 4465 South Jones Boulevard, Las Vegas, ...
- 4/25/2024 12:00:00 AM
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 ...
- 4/25/2024 12:00:00 AM
Trust Administrator
- Sierra Executive Solutions Inc
-
Las Vegas, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las V...
- 4/24/2024 12:00:00 AM
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
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
About Montana
Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place".
Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$57,875 to $73,955
Most Popular Cities in Montana for Trust Administrator Jobs
What does a Trust Administrator do?
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