Trust Administrator II
Trust Administrator II supports Trust Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment-related transactions. Being a Trust Administrator II maintains accurate records and prepares required documentation to ensure compliance with tax and trust-related reporting. Reviews and interprets trust agreements and documents key decisions and rationale. Additionally, Trust Administrator II responds to routine customer inquiries, schedules appointments, and delivers standard account documentation. May require a bachelor's degree. Typically reports to a supervisor. The Trust Administrator II works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administrator II typically requires 1-3 years of related experience.
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- Trust Administrator II Salaries with a High School Diploma or Technical Certificate
- Trust Administrator II Salaries with an Associate's Degree
- Trust Administrator II Salaries with a Bachelor's Degree
- Trust Administrator II Salaries with a Master's Degree or MBA
- Trust Administrator II Salaries with a JD, MD, PhD or Equivalent
