Trust Administrator I

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Trust Administrator I 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 I 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 I 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 I works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience.