How to Become a Trust Administration Assistant

Step 1: Understand the job description and responsibilities of a Trust Administration Assistant

What does a Trust Administration Assistant do?

A Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience.

People's Opinions on Trust Administration Assistant responsibilities

Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.

12/05/2019: Boise, ID

Experience of working in a school setting and knowledge of working with SIMS would be an advantage but not essential.There is an expectation that all our staff will work across the Trust as necessary and the post holder may be asked to work at any of the offices across the five academies.

01/31/2020: New Bedford, MA

Vacancies VACANCY - Trust Administration Secretary / Assistant.

02/14/2020: Buffalo, NY

Working as part of a team, the role of the Trust Administration Assistant includes assisting with administration of trusts for our clients and providing support to the team's trust managers on their day to day administrative and secretarial needs.

11/27/2019: Gainesville, FL

Background to the Stephen Lawrence Charitable Trust.

02/09/2020: Lompoc, CA

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Step 2: Learn best tips to become a Trust Administration Assistant

Best tips for those who want to become a Trust Administration Assistant

Here are some tips to become a Trust Administration Assistant.

Step 3: View best colleges and universities for Trust Administration Assistant

Best colleges and universities for Trust Administration Assistant

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College

Step 4: Think about whether is it worth to be a Trust Administration Assistant

Is being a Trust Administration Assistant Worth it?

People's Opinions on lifestyles

Fast growing, quick paced boutiques law firm seeks a paralegal candidate with experience in probate and estate administration, preferably including preparation….

02/04/2020: Springfield, OR

Achieving this mission requires a wide range of skills and backgrounds in public policy, administration, real estate, architecture, finance, law and many other….

01/03/2020: New Haven, CT

View all New York State Division of Housing and Community Renewal - Housing Trust Fund Corporation jobs in Albany, NY - Albany jobs.

12/26/2019: Augusta, GA

Float Administrative Assistant - Disputes (12 month FTC)Float Administrative Assistant - Disputes (12 month FTC)Herbert Smith FreehillsLondon, England, United Kingdom3 weeks ago.

01/21/2020: Huntington, WV

Administrative Assistant (Global Merchandising)Administrative Assistant (Global Merchandising)Levi Strauss & Co.San Francisco, CA3 weeks ago.

02/21/2020: Bradenton, FL

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Step 5: Prepare relevant skills for being a Trust Administration Assistant

What skills do you need to be a Trust Administration Assistant?

Supporting level roles often require a broad range of skills to ensure jobs can be executed accurately and efficiently. Some of the more relevant day-to-day skills for this role include: Inquiry Research/Response, Order Processing, Trust Administration. In this role, you should command of the following: Banking Software, Customer Relationship Management (CRM) software. Success in this function is highly dependant upon these skills, as well as others specific to each individual company.

People's Opinions on Trust Administration Assistant skills

Maintain an understanding of relevant tax laws and legal requirements applicable to trust….

01/26/2020: Fresno, CA

Proficient in computer software applications, including Microsoft Word, Excel and PowerPoint, trust accounting systems and tax software applications, including….

12/07/2019: Fayetteville, NC

1 year of experience as a personal trust assistant or working in a related environment (accounting, tax, investments, financial planning).

12/11/2019: Sacramento, CA

Fast growing, quick paced boutiques law firm seeks a paralegal candidate with experience in probate and estate administration, preferably including preparation….

01/07/2020: Santa Rosa, CA

Proven office management or administrative assistant experience- Minimum 2 years.

01/16/2020: Salem, OR

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Step 6: View average salary for Trust Administration Assistant

How much does a Trust Administration Assistant make?

The average salary range for a Trust Administration Assistant is from $45,512 to $57,205. The salary will change depending on your location, job level, experience, education, and skills.

Salary range for a Trust Administration Assistant

$45,512 to $57,205