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)
Primary Accountability:
The Account Administrator assists in the day-to-day operations, functional tasks and workflows as part of a client service team, a group of Trust Officer & Wealth Advisors and a Financial Planner. The duties and functions of the Account Administrator are client-focused and essential to the team’s relationship management success. Versatility and adaptability are key components of this position.
Major Duties:
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Additional Duties:
Additional duties and responsibilities may be added to this job description at any time. The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as requested by their supervisor.
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