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)
Job Description: Trust Officer
RESPONSIBILITIES
As part of the Northwest Trustee Team, the Trust Officer is responsible for the general administration of trusts, estates, guardianships, and other fiduciary relationships of Northwest Trustee & Management Services, LLC. The Trust Officer needs to enjoy people and be able to personally interact in a gracious, yet firm manner with all trust beneficiaries and their professional advisors. The Trust Officer must be a self-starter and realize the importance of quick and accurate work to meet the various deadlines of each trust.
DUTIES
Trust Administration:
New Trust Assignment:
Other Duties:
JOB REQUIREMENTS
PERSONAL QUALIFICATIONS
Adherent to our core values:
A proven track record in the following areas:
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Education:
Experience:
Ability to Relocate:
Work Location: In person
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