7,570 Trust Administration jobs in the United States
Trust Administration Paralegal
Posted today
Job Viewed
Job Description
Our client is seeking a proactive and detail-oriented Trust Administration Paralegal to join their San Francisco law firm team on an ongoing contract basis with potential for contract-to-hire. This role is ideal for someone with a strong background in trust administration who also has experience supporting estate planning matters.
Key Responsibilities:
+ Prepare and draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
+ Assist with trust funding and asset alignment, including coordination with financial institutions and title companies
+ Support attorneys in trust administration and probate matters, including preparation of trustee notices, court filings, petitions, waivers, and consents
+ Maintain accurate and organized case files, calendaring deadlines, and tracking key milestones
+ Communicate professionally with clients, beneficiaries, CPAs, financial advisors, and government agencies
+ Assist in preparing fiduciary accountings, estate tax returns, and trust termination documents
+ Conduct legal research and stay current on California probate and trust law.
Requirements
Qualifications:
+ Minimum 3 years of experience as a paralegal in trust & estates law, with a focus on trust administration
+ Strong working knowledge of California probate procedures and estate planning fundamentals
+ Proficiency with legal document management systems and calendaring tools
+ Excellent written and verbal communication skills, with a client-service mindset
+ Ability to manage multiple matters and deadlines independently
+ Bachelor's degree and paralegal certificate preferred
The ideal candidate is compassionate, organized, and committed to delivering exceptional client service. While the client prefers this person to be on-site, they are open to hybrid candidates depending on experience.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Trust Administration Attorney
Posted today
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Job Description
A growing and highly regarded firm focused on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration, or estate planning. This role can be hybrid or 100% remote for California-based attorneys. My team has placed 4 attorneys with this firm in the past 7 years, and they all still happily work here! One of those attorneys made partner and others have been promoted to more senior associate roles.
What You'll Do:
You'll advise fiduciaries and beneficiaries, handle non-contentious probate and trust matters from initiation to resolution, appear in court on routine hearings, and prepare legal documents tied to estate and trust administration.
Why This Role Stands Out:
+ Remote flexibility (must reside in California)
+ Transparent billable expectations (1800) with guaranteed and discretionary bonus opportunities
+ Excellent benefits (including 100% firm-paid health insurance, 401k with matching, unlimited PTO, and more)
+ Genuine opportunity for advancement at a firm known for promoting from within
This is an ideal role for someone who's collaborative, sharp, and ready to build their career with a firm that invests in its people.
Requirements
Requirements:
+ LOCAL APPLICANTS ONLY (100% remote in California or 2 days onsite in LA)
+ CA State Bar
+ 1+ years of experience in probate, trust administration, or estate planning
+ JD from an ABA-accredited law school
For immediate consideration for this exciting trust administration attorney opportunity, please send your resume directly to Assistant Vice President of Direct Hire, Tess Poliakin: Tess.PoliakinRobertHalf.
#SoCalRHL
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Trust Administration Paralegal
Posted today
Job Viewed
Job Description
Job Description
Statement of Purpose:
The Trust Administration Paralegal must accurately and efficiently administer trusts and estates. This person will be a well-spoken, motivated, organized, and friendly individual with a genuine desire to help families through an extremely difficult time.
The applicant will be a hard-working professional able to manage the multitude of paperwork and legal documents that come with settling an estate. This person must also have the capability of working with a high degree of attention to detail and must be able to work diligently under pressure.
Objectives, tasks, duties, functions & responsibilities:
- Meet with clients, take phone calls, answer emails.
- Call various financial institutions, life insurance companies, and financial advisors.
- Draft documents, deeds, correspondence to clients, beneficiaries, Agreement and Release forms, etc.
- Research properties, confirming ownership.
- Coordinate distribution for beneficiaries.
- Record deeds / mortgages / release of mortgage.
Education Required: Bachelor’s Degree or equivalent in work experience
Qualifications / Specific Skills required: .
- At least 1 year of experience in Probate / Trust Administration
- Proficient in all Microsoft office programs
- Excellent communication skills both verbal and written
Work Location: Grand Rapids, possibly other office locations (Portage, Norton Shores, and Holland as needed and infrequently)
**This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.
Trust Administration Officer II
Posted today
Job Viewed
Job Description
WHAT IS THE OPPORTUNITY?
This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1
Trust Administration Officer II
Posted 2 days ago
Job Viewed
Job Description
WHAT IS THE OPPORTUNITY?
This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1
Paralegal - Estate & Trust Administration
Posted today
Job Viewed
Job Description
Job Description Job Description CTR Group is seeking a Paralegal with Estate & Trust Administration experience for a Law Firm in the Williamsburg, VA area. A great position and career opportunity! PAY RANGE: upper $40K - mid $60K, negotiable depending on experience. Offered Generous Benefits: Paid Time Off, Paid Holidays, 401K, Profit Sharing, Health Insurance, Dental Insurance, Long/Short Term Disability. SUMMARY: The successful candidate will work under the Trust and Estate Paralegal for training and assisting with daily tasks and management of files and will ultimately become the department manager. The duties will include: Assist with the preparation and filing of inventories and accountings. Draft correspondence, real estate deeds, business transfer documents, certificates of trust, pleadings pertaining to estate and trust administration, and all other documents related to probate and trust administration matters. Assist clients with trust funding issues and draft funding transfer documents as necessary under supervision of attorney. Maintain Firm templates; work closely with Firm Attorneys, Commissioners of Accounts and their auditors, and court clerks as needed. Monitor suspense dates. Respond to general client inquiries regarding non-legal matters. Serve as liaison between client and attorney; maintain assigned client files; and perform legal research as assigned. Work with the Firm's estate planning paralegals on drafting estate planning and other documents and help with general office administration as necessary. REQUIREMENTS: A minimum of 2 years' experience in Trust and Estate Administration. The perfect candidate must be well organized and be able to handle important deadlines. CTR Group has been a leader in its industry for over 30 years and is rated highly on Google, Indeed and Facebook for being a great company to work for. If you enjoy being a part of a great team, apply today and check out our website for more information. CTR Group is an equal employment opportunity employer. Candidates are selected based on qualifications and defined requirements of the job, not on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin or any other protected status. Further, CTR Group encourages United States' Veterans and persons with disabilities to apply for positions for which they are qualified. Company Description CTR group is a full-service employment & recruiting firm, matching the strengths and skills of thousands of candidates with employers. Company Description CTR group is a full-service employment & recruiting firm, matching the strengths and skills of thousands of candidates with employers.
Trust Administration Probate Paralegal
Posted 19 days ago
Job Viewed
Job Description
Are you passionate about helping families through some of life's most important transitions? Our growing estate planning law firm is looking for a paralegal to join our compassionate and client centered team. Be part of a supportive, mission-driven team that values integrity, compassion, and excellence. Help clients feel empowered and at ease during challenging times, in a positive and purpose-filled work environment. Responsibilities: • Prepare documents, correspondence, inventories, accountings, and asset allocation schedules • Assist with asset funding, beneficiary updates, and trust transfer documents • Coordinate with financial institutions, CPAs, and clients to organize and gather required information • Maintain organized case files and meet critical deadlines • Guide successor trustees and families through the administration process with empathy and clarity • Support attorneys and staff in delivering peace of mind to every client we serve Qualifications: • Preferrably 2-3 years of experience in trust administration, probate, or estate planning • Strong attention to detail, organizational skills, and ability to manage multiple manner is essential • Excellent written and verbal communication skills • Professionalism and kindness in client facing situations • Familiarity with estate planning documents and trust funding best practices • Familiarity with drafting software for estate planning documents is a plus Compensation: $15 - $20 hourly
• Prepare documents, correspondence, inventories, accountings, and asset allocation schedules • Assist with asset funding, beneficiary updates, and trust transfer documents • Coordinate with financial institutions, CPAs, and clients to organize and gather required information • Maintain organized case files and meet critical deadlines • Guide successor trustees and families through the administration process with empathy and clarity • Support attorneys and staff in delivering peace of mind to every client we serve
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Paralegal Estate Trust Administration
Posted 22 days ago
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Job Description
Job Description
CTR Group is seeking a Paralegal with Estate & Trust Administration experience for a Law Firm in the Williamsburg, VA area. A great position and career opportunity!
PAY RANGE: upper $40K - mid $60K, negotiable depending on experience.
Offered Generous Benefits: Paid Time Off, Paid Holidays, 401K, Profit Sharing, Health Insurance, Dental Insurance, Long/Short Term Disability.
SUMMARY:
The successful candidate will work under the Trust and Estate Paralegal for training and assisting with daily tasks and management of files and will ultimately become the department manager. The duties will include:
- Assist with the preparation and filing of inventories and accountings.
- Draft correspondence, real estate deeds, business transfer documents, certificates of trust, pleadings pertaining to estate and trust administration, and all other documents related to probate and trust administration matters.
- Assist clients with trust funding issues and draft funding transfer documents as necessary under supervision of attorney.
- Maintain Firm templates; work closely with Firm Attorneys, Commissioners of Accounts and their auditors, and court clerks as needed.
- Monitor suspense dates.
- Respond to general client inquiries regarding non-legal matters.
- Serve as liaison between client and attorney; maintain assigned client files; and perform legal research as assigned.
- Work with the Firm’s estate planning paralegals on drafting estate planning and other documents and help with general office administration as necessary.
REQUIREMENTS:
- A minimum of 2 years’ experience in Trust and Estate Administration.
- The perfect candidate must be well organized and be able to handle important deadlines.
CTR Group has been a leader in its industry for over 30 years and is rated highly on Google, Indeed and Facebook for being a great company to work for. If you enjoy being a part of a great team, apply today and check out our website for more information.
CTR Group is an equal employment opportunity employer. Candidates are selected based on qualifications and defined requirements of the job, not on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin or any other protected status. Further, CTR Group encourages United States' Veterans and persons with disabilities to apply for positions for which they are qualified.
Company Description
CTR group is a full-service employment & recruiting firm, matching the strengths and skills of thousands of candidates with employers.
Company DescriptionCTR group is a full-service employment & recruiting firm, matching the strengths and skills of thousands of candidates with employers.
Trust Administration Team Director
Posted today
Job Viewed
Job Description
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
This is an in-office position. The location is flexible. The cities that are listed are options but we can review other locations as needed.
JOB SUMMARY
Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible for assigned projects and other activities which benefit the overall line of business or center location.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws.
2. Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists.
3. Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners
4. Responsible for the successful ongoing execution of assigned management routines
5. Responsible for the successful execution of projects for the Advisory Center line of business
6. Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. College Degree with a preferred emphasis on Business or Finance
2. Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal Trust
3. Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts
4. Leadership qualities and ability to successfully meet competing deadlines and commitments
5. Proven ability to communicate with partners and peers
Preferred Qualifications:
1. CTFA or similar designation
2. Advance degree (JD, MBA, etc)
3. Prior direct Trust Administration experience with a book of personal trust accounts
4. Proficiency with various computer and systems applications used to lead the business
5. Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (
Trust Administration Team Director
Posted today
Job Viewed
Job Description
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
This is an in-office position. The location is flexible. The cities that are listed are options but we can review other locations as needed.
JOB SUMMARY
Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible for assigned projects and other activities which benefit the overall line of business or center location.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws.
2. Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists.
3. Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners
4. Responsible for the successful ongoing execution of assigned management routines
5. Responsible for the successful execution of projects for the Advisory Center line of business
6. Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. College Degree with a preferred emphasis on Business or Finance
2. Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal Trust
3. Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts
4. Leadership qualities and ability to successfully meet competing deadlines and commitments
5. Proven ability to communicate with partners and peers
Preferred Qualifications:
1. CTFA or similar designation
2. Advance degree (JD, MBA, etc)
3. Prior direct Trust Administration experience with a book of personal trust accounts
4. Proficiency with various computer and systems applications used to lead the business
5. Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (