5,816 Trust Administration jobs in the United States
Director, Trust Administration
60684 Chicago, Illinois
BMO Financial Group
Posted today
Job Viewed
Job Description
We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a client-facing individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration of fiduciary accounts. This role requires a deep understanding of trust administration, fiduciary regulations, and risk management, ensuring that all accounts are managed in strict adherence to applicable laws, regulations, and internal policies. While the primary focus is on technical trust administration, the Director will also support relationship management and business development opportunities to enhance client satisfaction and expand the bank's fiduciary services.
Key Responsibilities:
Trust Administration & Compliance:
- Oversee the day-to-day administration of a portfolio of personal trusts, estates, and other fiduciary accounts.
- Ensure all trust accounts comply with the OCC's fiduciary standards, as well as state and federal trust laws.
- Serve as a subject matter expert in fiduciary administration, providing guidance on complex trust structures, regulatory issues, and best practices.
- Work closely with internal risk, legal, and compliance teams to mitigate fiduciary risk and address regulatory requirements.
- Oversee annual and periodic trust reviews to ensure proper administration and risk oversight.
Client Relationship Management:
- Serve as a trusted advisor to high-net-worth individuals and families, addressing their fiduciary needs with expertise and discretion.
- Proactively manage and strengthen existing client relationships, ensuring high levels of service and responsiveness.
- Coordinate with investment, tax, and estate planning professionals to provide holistic financial solutions tailored to clients' needs.
Business Development & Growth:
- Collaborate with internal wealth management, private banking, and estate planning teams to identify opportunities for expanding trust and fiduciary services.
- Assist in the onboarding of new trust accounts and ensure a seamless client experience.
- Represent the bank in industry conferences, client events, and professional networking opportunities to enhance visibility and attract new business.
Qualifications & Experience:
- Bachelor's degree in finance, law, business administration, or a related field; advanced degrees (JD, MBA) or industry certifications (CTFA, CFP, CPA) preferred.
- Minimum of 5 years of experience in trust administration within a regulated financial institution, preferably an OCC-regulated bank.
- Extensive knowledge of fiduciary laws, OCC regulations, and industry best practices.
- Strong analytical, problem-solving, and risk assessment skills.
- Excellent interpersonal and communication skills, with the ability to interact effectively with clients, attorneys, accountants, and internal stakeholders.
- Sense of humor, great communication skills, empathy and "happy warrior" attitude.
**Salary:**
$102,000.00 - $190,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Key Responsibilities:
Trust Administration & Compliance:
- Oversee the day-to-day administration of a portfolio of personal trusts, estates, and other fiduciary accounts.
- Ensure all trust accounts comply with the OCC's fiduciary standards, as well as state and federal trust laws.
- Serve as a subject matter expert in fiduciary administration, providing guidance on complex trust structures, regulatory issues, and best practices.
- Work closely with internal risk, legal, and compliance teams to mitigate fiduciary risk and address regulatory requirements.
- Oversee annual and periodic trust reviews to ensure proper administration and risk oversight.
Client Relationship Management:
- Serve as a trusted advisor to high-net-worth individuals and families, addressing their fiduciary needs with expertise and discretion.
- Proactively manage and strengthen existing client relationships, ensuring high levels of service and responsiveness.
- Coordinate with investment, tax, and estate planning professionals to provide holistic financial solutions tailored to clients' needs.
Business Development & Growth:
- Collaborate with internal wealth management, private banking, and estate planning teams to identify opportunities for expanding trust and fiduciary services.
- Assist in the onboarding of new trust accounts and ensure a seamless client experience.
- Represent the bank in industry conferences, client events, and professional networking opportunities to enhance visibility and attract new business.
Qualifications & Experience:
- Bachelor's degree in finance, law, business administration, or a related field; advanced degrees (JD, MBA) or industry certifications (CTFA, CFP, CPA) preferred.
- Minimum of 5 years of experience in trust administration within a regulated financial institution, preferably an OCC-regulated bank.
- Extensive knowledge of fiduciary laws, OCC regulations, and industry best practices.
- Strong analytical, problem-solving, and risk assessment skills.
- Excellent interpersonal and communication skills, with the ability to interact effectively with clients, attorneys, accountants, and internal stakeholders.
- Sense of humor, great communication skills, empathy and "happy warrior" attitude.
**Salary:**
$102,000.00 - $190,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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0
Trust Administration Advisor
32806 Orlando, Florida
Truist
Posted 2 days ago
Job Viewed
Job Description
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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 a Remote position, preferably within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
**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 ( (
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 a Remote position, preferably within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
**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 ( (
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1
Trust Administration Attorney
90006 Los Angeles, California
Robert Half
Posted 2 days ago
Job Viewed
Job Description
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 ( .
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 ( .
View Now
2
Trust Administration Advisor
37230 Nashville, Tennessee
Truist
Posted 6 days ago
Job Viewed
Job Description
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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 a Remote position, preferably within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
**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 ( (
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 a Remote position, preferably within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
**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 ( (
View Now
3
Trust Administration Advisor
28230 Charlotte, North Carolina
Truist
Posted 6 days ago
Job Viewed
Job Description
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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 a Remote position, preferably within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
**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 ( (
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 a Remote position, preferably within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
**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 ( (
View Now
4
Trust Administration Advisor
23274 Richmond, Virginia
Truist
Posted 6 days ago
Job Viewed
Job Description
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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 a Remote position, preferably within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
**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 ( (
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 a Remote position, preferably within the geography of Truist.
JOB SUMMARY
Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.
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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).
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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications:
1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software
**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 ( (
View Now
5
Manager Trust Administration
64106 Kansas City, Missouri
UMB Bank
Posted 15 days ago
Job Viewed
Job Description
This role reports directly to the Director of Trust Administration and will provide leadership, supervision, coaching, and long-term training for a team of trust professionals across assigned regions or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership in connection with the fiduciary administration of all aspects of accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts.
Other responsibilities include:
- Design and implement strategy to improve service delivery to clients
- Provide solution-oriented planning for high net worth clients including: FLP's, LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (i.e., gift, estate and income tax, retirement planning, investment planning, insurance, charitable gifting, asset protection planning, etc.).
- Develop relationships with professionals such as attorneys, financial advisors, and accountants that enhance business opportunities.
- Ensure compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes, regulations, and UMB policies and procedures.
- Maintain expertise in UMB policies and procedures, state and federal laws and regulations, as well as industry regulations.
- Manage accounts as assigned.
- Travel to functions, businesses, and client homes in assigned territory
**Requirements**
MINIMUM:
- 10+ years of legal/fiduciary experience
- Experience in management and supervision of professional staff
PREFERRED:
- CTFA/CFP Professional Designation
- JD Degree
**Knowledge & Skills**
MINIMUM:
- Experience successfully leading and developing subject matter experts.
- Demonstrates strong knowledge of state and federal laws and regulations related to financial industry and fiduciary services
- Demonstrates extensive knowledge of Trust and Financial services (i.e., investments, insurance, brokerage, private banking, financial planning, retirement planning)
- Demonstrates excellent communication and presentation skills, both written and verbal
- Demonstrates ability to work with clients and prospects of varied backgrounds and experiences
- Demonstrates excellent ability to listen to customer concerns and then address concerns positively, tactfully and diplomatically.
- Demonstrates strong risk management analysis and skills
- Experience building strong internal partnerships with members of an extended team to help deliver business unit success.
PREFERRED:
- Ability to translate complex legal and trust issues into understandable terms
- Ability to lead, influence and partner with both internal and external team members
- Ability to adapt to multiple demands, ambiguity and rapid change
- Active participation on professional and community organizations
- Ability to work independently and be a self-starter
**Compensation Range:**
$99,750.00 - $214,370.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
Other responsibilities include:
- Design and implement strategy to improve service delivery to clients
- Provide solution-oriented planning for high net worth clients including: FLP's, LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (i.e., gift, estate and income tax, retirement planning, investment planning, insurance, charitable gifting, asset protection planning, etc.).
- Develop relationships with professionals such as attorneys, financial advisors, and accountants that enhance business opportunities.
- Ensure compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes, regulations, and UMB policies and procedures.
- Maintain expertise in UMB policies and procedures, state and federal laws and regulations, as well as industry regulations.
- Manage accounts as assigned.
- Travel to functions, businesses, and client homes in assigned territory
**Requirements**
MINIMUM:
- 10+ years of legal/fiduciary experience
- Experience in management and supervision of professional staff
PREFERRED:
- CTFA/CFP Professional Designation
- JD Degree
**Knowledge & Skills**
MINIMUM:
- Experience successfully leading and developing subject matter experts.
- Demonstrates strong knowledge of state and federal laws and regulations related to financial industry and fiduciary services
- Demonstrates extensive knowledge of Trust and Financial services (i.e., investments, insurance, brokerage, private banking, financial planning, retirement planning)
- Demonstrates excellent communication and presentation skills, both written and verbal
- Demonstrates ability to work with clients and prospects of varied backgrounds and experiences
- Demonstrates excellent ability to listen to customer concerns and then address concerns positively, tactfully and diplomatically.
- Demonstrates strong risk management analysis and skills
- Experience building strong internal partnerships with members of an extended team to help deliver business unit success.
PREFERRED:
- Ability to translate complex legal and trust issues into understandable terms
- Ability to lead, influence and partner with both internal and external team members
- Ability to adapt to multiple demands, ambiguity and rapid change
- Active participation on professional and community organizations
- Ability to work independently and be a self-starter
**Compensation Range:**
$99,750.00 - $214,370.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates ( _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision ( out the road to a career at UMB
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About the latest Trust administration Jobs in United States !
6
Trust Administration Officer II
10176 New York, New York
City National Bank
Posted 16 days ago
Job Viewed
Job Description
*TRUST ADMINISTRATION OFFICER II*
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.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-DN1
#CA-DN1
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.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-DN1
#CA-DN1
View Now
7
Senior Trust Administration Attorney
Career Consulting Partners
Posted 15 days ago
Job Viewed
Job Description
Senior Trust Administration Attorney
Career Consulting Partners has partnered with one of the largest General Practice & Private Wealth law firms in Los Angeles, CA. With over 100 years of history, they remain committed to serving clients throughout the West Coast with specialization in a variety of law practices, including Trust Administration, Estate Planning, Corporate Law, Tax Strategy, and many others. They are seeking a senior-level attorney with a background in trust and estate planning and administration to join the team.
DEPARTMENT INSIGHT:
The Estate Planning practice provides an active and vigorous environment supporting trusts and estates matters related to estate planning, probate, will and trust preparation, power of attorney, insurance, retirement benefits, and much more. While leading individuals and families to build and secure the state, they also help create financial security.
ABOUT THE ROLE:
As a senior-level Associate in the Estate Planning group, you will be representing businesses, public entities, families, individuals, and trusts and estates. This role offers the opportunity to work alongside other trusted legal advisors and to provide clients with assistance in achieving their goals.
DUTIES:
- Manage the administration of revocable and irrevocable trusts, including communication with fiduciaries, beneficiaries, and financial institutions
- Coordinate and oversee trust funding, asset transfers, valuations, and related follow-through tasks
- Prepare or coordinate the preparation of estate and gift tax returns, with support from tax professionals when needed
- Draft correspondence, trust summaries, allocation memoranda, and other trust-related documents
- Manage client relationships and collaborate with external counsel, delivering practical, business-driven legal solutions
REQUIREMENTS:
- 4-6+ years of experience in estate planning and trust administration
- Ability to meet a billable requirement of 1,800+ hours annually
- Confidently receive assignments from Partners, and manage a substantial caseload with efficiency and precision
- Demonstrated communication skills, both written and verbal, with an ability to effectively interact with clients and counsel
- Active California Bar admission
- Detail-oriented and demonstrated ability to think critically and strategically
- Ability to work effectively in a team-oriented, fast-paced environment
COMPENSATION & BENEFITS:
- Compensation: $160,000 - $180,000
- Plus discretionary bonuses, and additional compensation for exceeding billable hours.
- Comprehensive medical, dental, and vision insurance, mental health support (EAP, therapy, mindfulness apps), Peloton membership, and a Well-Being Program focused on mental health awareness.
- Unlimited PTO, paid holidays, bereavement, jury duty, and leave of absence options.
- Adoption assistance, back-up care, fertility coverage, elder care services, life and disability insurance, and pet insurance.
- 401(k) plan, financial consultations, firm HSA contributions, FSAs for healthcare and childcare, and student loan refinancing programs.
LOCATION:
- Pasadena, CA 91101
- Near Urth Caffe Pasadena
Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward.
Apply Now
8
Senior Team Manager, Trust Administration
89077 Panaca, Nevada
Charles Schwab
Posted 8 days ago
Job Viewed
Job Description
**Your opportunity**
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
The Senior Team Manager is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business consisting of large family relationships and key investment advisor relationships. In addition, the Senior Team Manager is responsible for the management of a Personal Trust Administrative Team. The Senior Team Manager assures compliance with all Trust Company policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.
You will:
+ Manage, mentor, and coach a team of Trust Officers and Senior Trust Officers to ensure trust accounts are administered in accordance with applicable laws and regulations and procedures.
+ Personally administer an assigned book of complex and/or high touch personal trust accounts.
+ Interpret legal documents to ensure that each trust either in their assigned book of accounts or in the book assigned to their team members is administered in accordance with the terms of each governing instruments.
+ Maintain high client service levels through prompt research and response to registered investment advisors and trust beneficiaries for their assigned trusts and for escalation from members of their team.
+ Prepare and present discretionary memorandums for review and approval of the Discretionary Distributions Committee as well as mentor team members in their preparation and presentation.
+ Prepare Distribution Memorandum and/or other directed distribution documentation for review by the appropriate authorizing parties as well as mentor team members in their preparation.
+ Ensure proper administration and accounting for special asset inventory in their assigned book of accounts as well as mentor team members in their administration and accounting efforts.
+ Coordinate efforts with Schwab business partners for purposes of client research and service as well as recommending needed system and procedural enhancements.
+ Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects on their assigned book of accounts or upon escalation from their team members.
+ Perform Post Acceptance and Annual administrative account reviews for assigned accounts.
+ Participate in special projects as needed.
+ Provide training and support to the Administrative Team in coordination with the Director.
**SUPERVISORY RESPONSIBILITY**
+ The position of Senior Manager carries out supervisory responsibilities in accordance with the Bank's policies and complies with all laws, rules, and regulations applicable to the position.
**What you have**
+ 10+ years experience in personal trust administration
+ Bachelor's degree or higher, CTFA preferred, or equivalent work experience
+ Experience with directed trusts, preferred.
+ Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada law, a plus
+ Superior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracy
+ Excellent interpersonal and communications skills and the ability to deal effectively with a variety of people
+ Highly motivated and a self starter
**#SchwabBTSjobs**
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
The Senior Team Manager is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business consisting of large family relationships and key investment advisor relationships. In addition, the Senior Team Manager is responsible for the management of a Personal Trust Administrative Team. The Senior Team Manager assures compliance with all Trust Company policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.
You will:
+ Manage, mentor, and coach a team of Trust Officers and Senior Trust Officers to ensure trust accounts are administered in accordance with applicable laws and regulations and procedures.
+ Personally administer an assigned book of complex and/or high touch personal trust accounts.
+ Interpret legal documents to ensure that each trust either in their assigned book of accounts or in the book assigned to their team members is administered in accordance with the terms of each governing instruments.
+ Maintain high client service levels through prompt research and response to registered investment advisors and trust beneficiaries for their assigned trusts and for escalation from members of their team.
+ Prepare and present discretionary memorandums for review and approval of the Discretionary Distributions Committee as well as mentor team members in their preparation and presentation.
+ Prepare Distribution Memorandum and/or other directed distribution documentation for review by the appropriate authorizing parties as well as mentor team members in their preparation.
+ Ensure proper administration and accounting for special asset inventory in their assigned book of accounts as well as mentor team members in their administration and accounting efforts.
+ Coordinate efforts with Schwab business partners for purposes of client research and service as well as recommending needed system and procedural enhancements.
+ Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals regarding both current and future trust prospects on their assigned book of accounts or upon escalation from their team members.
+ Perform Post Acceptance and Annual administrative account reviews for assigned accounts.
+ Participate in special projects as needed.
+ Provide training and support to the Administrative Team in coordination with the Director.
**SUPERVISORY RESPONSIBILITY**
+ The position of Senior Manager carries out supervisory responsibilities in accordance with the Bank's policies and complies with all laws, rules, and regulations applicable to the position.
**What you have**
+ 10+ years experience in personal trust administration
+ Bachelor's degree or higher, CTFA preferred, or equivalent work experience
+ Experience with directed trusts, preferred.
+ Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada law, a plus
+ Superior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracy
+ Excellent interpersonal and communications skills and the ability to deal effectively with a variety of people
+ Highly motivated and a self starter
**#SchwabBTSjobs**
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
View Now
9