Trust Administrator jobs in Great Falls, MT
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)
Recently Added Trust Administrator jobs
Personal Trust Administrator
- D.A. Davidson Companies
-
Great Falls, MT
FULL_TIME
-
Job Description:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts.
Experience and Skills:Qualifications:
- 2 years of prior trust administration or related wealth management experience preferred.
- College degree or equivalent experience (preferably within trust administration) preferred.
- Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services is required.
- Paralegal certification or past employment in the capacity of a paralegal a plus.
- Basic understanding of fiduciary tax issues surrounding trust accounts.
- Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
- Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
- Detail oriented with strong organizational and problem-solving skills.
- Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPA’s.
Duties:
- Maintain a working knowledge of Davidson Trust Company policies and procedures.
- Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
- Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
- Process correspondence, reports, proposals as requested by the Trust Officer.
- Assist in the administration of accounts at the direction of the Trust Officer.
- Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
- Complete basic information on annual reviews and coordinate with the Trust Officer.
- Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
- Maintain a thorough knowledge and understanding of trust accounting principles.
- Research and respond to client requests as necessary.
- Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
- Perform various administrative functions including file creation and maintenance, managing incoming and outgoing mail/shipments, and maintaining closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
- Perform other duties and responsibilities as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Paid holidays Generous sick, vacation, and maternity/parental leave
- Pet Insurance
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies - 1 Month Ago
Branch administrator
- Edward Jones
-
Great Falls, MT
FULL_TIME
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team . You are the first voice a client hears when they call on the phon...
- 10 Days Ago
Procurement Administrator
- Malteurop Job Board
-
Great Falls, MT
FULL_TIME
- Job Purpose and Reporting Structure: The Procurement Administrator, under the direction of the Barley & Logistics Supervisor, is responsible for working with new and existing vendors supporting the ba...
- 11 Days Ago
Procurement Administrator
- Malteurop North America Inc.
-
Great Falls, MT
FULL_TIME
- Job Purpose and Reporting Structure: The Procurement Administrator, under the direction of the Barley & Logistics Supervisor, is responsible for working with new and existing vendors supporting the ba...
- 11 Days Ago
Office Administrator
- United Way of Cascade County
-
Black Eagle, MT
FULL_TIME
- 1. Purpose of Position:The Office Administrator position is responsible for effectively managing financial and business operations to advance the mission of United Way of Cascade County. The position ...
- 12 Days Ago
Office administrator
- Loenbro Inc.
-
Great Falls, MT
FULL_TIME
- Loenbro is looking for an outgoing, organized, and efficient individual to assist with general office duties. The individual in this position will be responsible for answering incoming calls and provi...
- 13 Days Ago
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0 Trust Administrator jobs found in Great Falls, MT area
Lead Avionics Technician
- Avmax Group Inc.
-
Great Falls, MT
- Avmax is looking to expand its workforce in Great Falls, MT. If you have the necessary experience and motivation to beco...
- 4/18/2024 12:00:00 AM
Medical Doctor (MD) - Psychiatry
- Alluvion Health
-
Great Falls, MT
- Job Description Job Description Position Title: Psychiatrist Department: Medical Supervisor: V.P. Medical Operations Sup...
- 4/16/2024 12:00:00 AM
Medical Doctor (MD) - Family Practice Physician
- Alluvion Health
-
Great Falls, MT
- Job Description Job Description Position Title: Medical Doctor (MD) – Family Practice Physician Department: Medical Supe...
- 4/16/2024 12:00:00 AM
Psychiatric Nurse Practitioner (PNP)
- Alluvion Health
-
Great Falls, MT
- Job Description Job Description Position Title: Psychiatric Nurse Practitioner Department: Medical Supervisor: V.P. Medi...
- 4/16/2024 12:00:00 AM
Field Service Engineer (Medication Management) - Great Falls, Montana
- Swisslog Healthcare
-
Great Falls, MT
- Swisslog Healthcare Field Service Engineers are critical to our customer care and support initiatives. Our Field Service...
- 4/16/2024 12:00:00 AM
LCPC
- Alluvion Health
-
Great Falls, MT
- Job Description Job Description $10,000 SIGN ON BONUS! Position Title: Licensed Clinical Behavioral Health Provider Depa...
- 4/16/2024 12:00:00 AM
staff - Registered Nurse (RN) - CVICU - $66K-82K per year
- Hiring Now!
-
Great Falls, MT
- Healthcare Support Permanent Placement is seeking a Registered Nurse (RN) CVICU for a nursing job in Great Falls, Montan...
- 4/15/2024 12:00:00 AM
Field Service Engineer (Medication Management) - Great Falls, Montana
- Swisslog Healthcare
-
Great Falls, MT
- Swisslog Healthcare Field Service Engineers are critical to our customer care and support initiatives. Our Field Service...
- 4/14/2024 12:00:00 AM
About Great Falls, Montana
Great Falls is a city in and the county seat of Cascade County, Montana, United States. The 2017 census estimate put the population at 58,638. The population was 58,505 at the 2010 census. It is the principal city of the Great Falls, Montana Metropolitan Statistical Area, which encompasses all of Cascade County and has a population of 82,278. Great Falls was the largest city in Montana from 1950 to 1970, when Billings surpassed it. Great Falls remained the second largest city in Montana until 2000, when it was passed by Missoula. Since then Great Falls has been the third largest city in the st...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$55,087 to $70,391
Great Falls, Montana area prices
were up 3.1% from a year ago
were up 3.1% from a year ago
What does a Trust Administrator do?
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