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)
Description
Responsible for the overall management of the trust department duties of the Trust Officer include, but are not limited to:
Requirements
A bachelor's or master's degree in accounting, finance or legal studies is required. Juris Doctor/Attorney licensure, Certified Public Accountant licensure, Certified Financial Planner or Certified Trust or Financial Advisor designation required. Five or more years of experience in trust management or active law practice required.
Additional qualifications include:
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