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)
SUMMARY STATEMENT
Performs various clerical duties relating to the processing and administration of trust accounts. Includes opening and closing trust accounts, arranging asset transfers, updating trust account records, paying bills, and disbursing proceeds. Performs general clerical functions in support of the Wealth Management department and the Executive Leadership team.
PRINCIPLE DUTIES AND RESPONSIBILITIES
EDUCATION AND/OR EXPERIENCE
KNOWLEDGE, SKILLS & ABILITIES
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