Trust Administrator III
Trust Administrator III 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 III 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 III 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 III works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Trust Administrator III typically requires 3-5 years of related experience.
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