Trust Administrator jobs in Mount Vernon, NY

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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SNT Trust Administrator
  • Orange Bank & Trust Company
  • Vernon, NY FULL_TIME
  • Title:                           SNT Trust Administrator Level I

    Department:             Special Needs Trust Department

    FLSA Status:           Non-Exempt

    Reports to:               Manager – Special Needs Trust Department

    Date:                          February 2024

     

     

    General Summary:

    Provide administrative support the Trust Officers on assigned client relationships by assisting clients with inquiries and requests, including disbursements, discretionary actions, tax reporting information, account maintenance and other information.  Assist Trust Officers with new account set up and marshalling of assets and oversight of real estate assets, including insurance and appraisals.  Process client transactional requests for Trust Officers and retrieve and/or create operational reports as needed.


    Essential Duties and Job Responsibilities:

    1. Assist with the administration of assigned trust accounts as directed by Trust Officer.
    2. Collaborate with Trust Officer in annual account reviews of assigned accounts.
    3. Prepare trust account disbursements and ensure that proper supporting documentation for the disbursements are stored in the client’s electronic files..
    4. Assist Trust Officer with new account openings.
    5. Participate in client meetings and new business meetings as requested by Trust Officer 
    6. Follow bank policies and procedures in account administration to mitigate risk.
    7. Answer telephone and assist with client requests if Trust Officer is not available.
    8. Assist Trust Officer with closing accounts.
    9. Properly label and store all client related documents in the client’s electronic file.
    10. Create/retrieve operational reports as needed.
    11. Manage the assembly of real estate packages for purchases of homes for Court Petitions and other information needed for Court Petitions. If bi-lingual, provide translation for Spanish speaking clients as needed. 

    OTHER RESPONSIBILITIES

    1. Other responsibilities as assigned by Department Manager and Trust Services Director.
    2. Completion of the American Banker Association’s Trust Administrator Certificate within 90 days of starting the job.

    EDUCATION, CERTIFICATION, EXPERIENCE:

    Education:

    Required: High School Diploma/GED

    Preferred: Associates or BA/BS degree


    Experience: 

    Required:  Minimum of two to three (2 - 3) years of Trust Administration experience or eight plus (8 ) years of retail banking or financial services experience..

    Preferred:  Four (4) or more years of Trust Administration experience.


    KNOWLEDGE, SKILLS, ABILITIES:

    1. Highly organized and detail oriented
    2. Excellent written and oral communications skills
    3. Proficient in Microsoft Outlook and Word with a working knowledge of Microsoft Excel
    4. Bi-lingual Spanish speaking preferred


    WORK ENVIRONMENT:

    • Working Conditions: Professional office setting
    • Equipment Operations: 

    PHYSICAL DEMANDS:

    1. None

    Special Note:

    External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.  Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

     

    Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.  

     

    This job description in no way states or implies that these are the only duties to be performed by an employee.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
  • 16 Days Ago

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Trust Officer
  • National Trust Company
  • New York, NY FULL_TIME
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What...
  • 14 Days Ago

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Relationship Manager (Sumitomo Mitsui Trust Bank, Limited, NY)
  • SUMITOMO MITSUI TRUST BANK, LIMITED
  • New York, NY FULL_TIME
  • Develop and maintain business relationships with customers and identify business opportunities. Pursue and generate new customers and new transactions from current customers. Contact and negotiate wit...
  • 15 Days Ago

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Trust Officer
  • Midland States Bank
  • Tarrytown, NY FULL_TIME
  • Salary Range: $84,100 - $112,100 At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, ...
  • 19 Days Ago

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Trust coordinator
  • City of New York
  • New York, NY FULL_TIME
  • Company Description Job Description This unit will work in collaboration with Property Management by providing support through the conversion process of The Trust. This unit will also work closely wit...
  • 1 Month Ago

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Trust Officer
  • BROWN BROTHERS HARRIMAN
  • New York, NY FULL_TIME
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!What ...
  • 1 Month Ago

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0 Trust Administrator jobs found in Mount Vernon, NY area

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Law firm Trust Administrator / Accounting Assistant
  • Baseil Associates Inc.
  • Roseland, NJ
  • Job Description Job Description Law firm Trust Administrator / Accounting Assistant • Manage the on-going day to day and...
  • 3/28/2024 12:00:00 AM

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Trusts & Estates Paralegal (HYBRID) ($140K+/annually)
  • Direct Talent Solutions
  • New York, NY
  • Job Description Job Description Position: Trusts & Estates Administration Paralegal Locations: Hackensack, NJ | New York...
  • 3/28/2024 12:00:00 AM

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Senior Trust & Estates Attorney
  • RemX The Workforce Experts
  • Roseland, NJ
  • Job Description Job Description Senior Trust and Estates Attorney Location: Roseland RemX RemX is assisting our client, ...
  • 3/28/2024 12:00:00 AM

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Trusts & Estates Administration Paralegal
  • Black Owl Recruiting
  • Hackensack, NJ
  • Job Description Job Description Black Owl Recruiting is a staffing firm committed to pairing quality candidates with rep...
  • 3/27/2024 12:00:00 AM

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Paralegal-Trust and Estates
  • Trandon Associates, Inc
  • New York, NY
  • Job Description Job Description National Law Firm seeking a Paralegal for their Trusts and Estates department. QUALIFICA...
  • 3/26/2024 12:00:00 AM

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Legal Assistant / Paralegal
  • Phaxis
  • Manhasset, NY
  • Elder Law/Trusts and Estates Paralegal 5 years' experience Experience with Medicaid applications, preparing probate docu...
  • 3/25/2024 12:00:00 AM

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Trust and Estates Administration Paralegal
  • ACT Professional Solutions
  • Hackensack, NJ
  • Job Description Job Description Our client, a prestigious Law Firm is currently seeking a Trust and Estate Administratio...
  • 3/25/2024 12:00:00 AM

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Estate & Trusts Litigation Attorney
  • Project Recruit
  • Garden City, NY
  • Project Recruit is excited to announce its partnership with a boutique law firm in Garden City, NY, offering a promising...
  • 3/24/2024 12:00:00 AM

Mount Vernon is a city in Westchester County, New York, United States. It is an inner suburb of New York City, immediately to the north of the borough of the Bronx. As of the 2010 census, Mount Vernon had a population of 67,292....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$71,369 to $91,191
Mount Vernon, New York area prices
were up 1.6% from a year ago

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