Trust Administrator jobs in Baton Rouge, LA

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Trust Administrator
  • Hancock Whitney
  • Baton Rouge, LA FULL_TIME
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

    JOB FUNCTION / SUMMARY:

    Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management. This support includes research and resolution of client issues, the administration of account opening and closing procedures and facilitation of the transfer of funds. The Trust Administrator 2 position assists and supports Trust Advisor/Relationship Manager(s) with more complex relationships and in business development activities.

    ESSENTIAL DUTIES & RESPONSIBILITIES:

    • Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships.
    • Provide superior client service in responding to inbound calls from clients and resolving inquires or requests related to their accounts. Assume ownership of issues and deliver proper follow up.
    • Consults with Advisor/Relationship Managers regarding more complex issues but requires the ability to work independently with little supervision.
    • Identifies opportunities to enhance client experience through independent identification of account issues.
    • Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files).
    • Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation.
    • Prepare discretionary requests, with required documentation for Trust Advisor/Relationship Manager review.
    • Facilitate money transfers in accordance with bank policy - checks, wires, ACH, internal transfers.
    • Monitor cash levels for assigned client accounts.
    • Review transactions to identify errant transactions and ensure proper postings.
    • Support departmental projects on an as needed basis.
    • Analyze trust/financial information, react accordingly and prioritizes as appropriate.
    • Keeps current with all laws and regulations applicable to primary Trust function.
    • May serve as backup to other Wealth Management Administrative Assistants as needed.
    • All duties require an awareness and adherence to policies/procedures and compliance requirements
    • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

    SUPERVISORY RESPONSIBILITIES:

    None

    MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

    • High School diploma or GED required. Bachelor's degree in Business, Finance, or Accounting strongly preferred.
    • Requires 4 years of related experience preferably in one or more of the following: Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis.
    • An equivalent combination of education and related experience or training may be considered.
    • Duties are varied and complex and necessitate use of excellent judgement and analytical skills.
    • Basic knowledge and understanding of banking industry and Trust administration and operations required.
    • Proficiency with Microsoft Office applications; basic Excel and Word skills required.

    ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

    • Ability to travel if required to perform the essential job functions
    • Ability to work under stress and meet deadlines
    • Ability to operate related equipment to perform the essential job functions
    • Ability to read and interpret a document if required to perform the essential job functions
    • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

    Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

     

  • 1 Month Ago

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Administrator
  • Legacy Nursing and Rehabilitation
  • Morgan, LA FULL_TIME
  • Legacy Management is looking for an Administrator at our Morgan City location! Morgan City has an excellent, experienced team. We are looking for a leader with strong problem-solving and communication...
  • 1 Month Ago

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UNIVERSAL BANKER
  • Citizens Bank & Trust Co
  • Baton Rouge, LA FULL_TIME
  • DescriptionJob SummaryThe Universal Banker provides exceptional service to current and potential customers. This position assists with deposit account opening and maintenance, safe deposit box operati...
  • 1 Day Ago

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Teller I
  • Guaranty Bank & Trust Co
  • Zachary, LA FULL_TIME
  • DescriptionPOSITION SUMMARY:The Paying and Receiving Teller has the most frequent contact with bank customers. He/she accepts the transactions that are presented to him/her while protecting the bank's...
  • 4 Days Ago

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CREDIT ANALYST
  • Citizens Bank & Trust Co
  • Baton Rouge, LA FULL_TIME
  • DescriptionSummaryThe Credit Analyst is responsible for analyzing and monitoring the credit worthiness of the Bank’s customers. This position reviews financial statements, tax returns and bank referen...
  • 1 Month Ago

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Internal Auditor & Audit Coordinator/Risk Analyst
  • Guaranty Bank & Trust Co
  • New, LA FULL_TIME
  • DescriptionDevelop and maintain a comprehensive internal audit program which includes regular audit procedures and activities for the Bank, to ensure compliance with all applicable regulatory requirem...
  • 22 Days Ago

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0 Trust Administrator jobs found in Baton Rouge, LA area

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Resident Site Manager (Grand Gulf/Riverbend)
  • Westinghouse Nuclear
  • Saint Francisville, LA
  • Are you interested in being part of an innovative team that supports Westinghouse's mission to provide clean energy solu...
  • 3/18/2024 12:00:00 AM

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Inside Sales Representative
  • Advisors Baton Rouge (TMN-BR)
  • Gonzales, LA
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/16/2024 12:00:00 AM

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Account Executive
  • Baton Rouge Division (TMN-BR)
  • Denham Springs, LA
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/15/2024 12:00:00 AM

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Senior Solutions Architect (Remote) (1752)
  • Careerbuilder
  • Baton Rouge, LA
  • SMX Senior Solutions Architect (Remote) (1752) Baton Rouge , Louisiana Apply Now Senior Solutions Architect (Remote) (17...
  • 3/15/2024 12:00:00 AM

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Retail Service Advisor
  • Office Depot
  • Baton Rouge, LA
  • Job Description At Office Depot Inc., the Services Advisor is a part-time role, providing "total solutions" to our custo...
  • 3/15/2024 12:00:00 AM

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Sr. Director Growth, Cloud Professional Services (REMOTE)
  • Acxiom LLC
  • Baton Rouge, LA
  • Acxiom is currently seeking sales professionals to join our expanding cloud services organization. In this role, you wil...
  • 3/14/2024 12:00:00 AM

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Growth Director, WEST, Cloud Professional Services
  • Acxiom LLC
  • Baton Rouge, LA
  • Join our growing Cloud Services Organization. At Acxiom, our people are the single most important driver of success. Our...
  • 3/14/2024 12:00:00 AM

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ServiceNow Business Process Consultant (BPC ) - Remote
  • Careerbuilder
  • Baton Rouge, LA
  • Business Title: ServiceNow Business Process Consultant (BPC ) - Remote Requisition Number: 111001 - 36 Function: Busines...
  • 3/14/2024 12:00:00 AM

Baton Rouge (/ˌbætən ˈruːʒ/ BAT-ən ROOZH; from French bâton rouge [bɑtɔ̃ ʁuʒ] (listen), meaning 'red stick') is the capital of the U.S. state of Louisiana. Located on the eastern bank of the Mississippi River, it is the parish seat of East Baton Rouge Parish, the most populous parish in Louisiana. It is the 99th most populous city in the United States, and second-largest city in Louisiana after New Orleans. It is also the 16th most populous state capital. As of the U.S. Census Bureau's July 2017 estimate, Baton Rouge had a population of 227,549, down from 229,493 at the 2010 census. Baton Rou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,215 to $74,383
Baton Rouge, Louisiana area prices
were up 1.2% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020