Trust Clerk jobs in New York, NY

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust Officer
  • National Trust Company
  • New York, NY FULL_TIME
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH: If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others. Join us as a Trust Officer The Trust Officer coordinates and administers trust accounts for various clients. This position interacts with clients, accountants, attorneys and other intermediaries, as a point of contact for book of business. The Trust Officer identifies and communicates types of tax planning vehicles and assists RM teams with business development. This position also oversees and manages the activities of any Trust Administrators, supporting the Trust Officer’s book of business. If you are looking to push your career to the next level, introduce yourself by submitting your resume. Key responsibilities include: Client Interface Respond to internal and external requests for information Serve as a point of contact for book of business, speaking directly with clients, accountants, attorneys and other intermediaries Communicate intermediate to complex trust and estate concepts to colleagues, co-trustees and beneficiaries Assist Relationship Managers on advising clients of financial products available and appropriate for trust Attend meetings with clients from personal book, on own or in partnership with Relationship Managers Portfolio Accounting Demonstrate experience with Sungard or other trust accounting systems Prepare payment instructions and supervise input requests for client payments and transfers Evaluate and make decisions related to distribution requests Monitor and Controls Coordinate and administer trust accounts for various clients Maintain complete records, including supporting documentation for discretionary distributions and payments Review document drafts (trusts, wills, releases, accountings) prepared by external counsel prior to execution Prepare annual administrative reviews Tax / Technical / Business Development Identify and communicate types of tax planning vehicles. Participate in meetings with Wealth Planners and Senior Trust Officers. Demonstrate a working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes and investments Supervise the activities of Trust Administrators. Qualifications: 7 years of relevant experience Bachelor’s degree or equivalent work experience, required JD or other advanced degree, preferred Knowledge of trust estates and tax laws Strong marketing and communications skills Experience with SunGard or other trust accounting systems Ability to identify and communicate tax planning vehicles Strong working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration Knowledge of BBH policies and compliance guidelines Experience with Microsoft Office products, particularly Excel and Word This role is based in our New York City location and is a hybrid role, with three days per week in office. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law. Salary Range $120k - $150k base salary annual bonus target BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia. BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives. This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence. As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.
  • 15 Days Ago

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Accounts Payable Clerk
  • Accounts Payable Clerk
  • New York, NY FULL_TIME
  • The Carlyle, A Rosewood Hotel is currently recruiting for an Accounts Payable Clerk. The ideal candidate will be responsible for ensuring that all payable transactions are posted regularly and payment...
  • 9 Days Ago

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SNT Trust Administrator
  • Orange Bank & Trust Company
  • Vernon, NY FULL_TIME
  • Title: SNT Trust Administrator Level IDepartment: Special Needs Trust DepartmentFLSA Status: Non-ExemptReports to: Manager – Special Needs Trust DepartmentDate: February 2024 General Summary:Provide a...
  • 17 Days Ago

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Relationship Manager (Sumitomo Mitsui Trust Bank, Limited, NY)
  • SUMITOMO MITSUI TRUST BANK, LIMITED
  • New York, NY FULL_TIME
  • Develop and maintain business relationships with customers and identify business opportunities. Pursue and generate new customers and new transactions from current customers. Contact and negotiate wit...
  • 16 Days Ago

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Trust Officer
  • Midland States Bank
  • Tarrytown, NY FULL_TIME
  • Salary Range: $84,100 - $112,100 At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, ...
  • 20 Days Ago

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Trust coordinator
  • City of New York
  • New York, NY FULL_TIME
  • Company Description Job Description This unit will work in collaboration with Property Management by providing support through the conversion process of The Trust. This unit will also work closely wit...
  • 1 Month Ago

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0 Trust Clerk jobs found in New York, NY area

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Administrative Support Associate
  • Northwell Health
  • Huntington, NY
  • Job Description Assists in performing diversified clerical duties related to the operational needs of the office/departm...
  • 3/28/2024 12:00:00 AM

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Administrative Support Assistant
  • Northwell Health
  • Massapequa, NY
  • Job Description Performs diversified clerical duties related to the operational needs of the office/department. Job Resp...
  • 3/28/2024 12:00:00 AM

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Office Clerk Trucking
  • Old Dominion Freight Line Inc.
  • New York, NY
  • Office Clerk Trucking page is loaded **Office Clerk Trucking** **Office Clerk Trucking** locationsGeddes, NY time typeFu...
  • 3/28/2024 12:00:00 AM

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Administrative Support Assistant>
  • Northwell Health
  • New Hyde Park, NY
  • Northwell Health - 2000 Marcus Avenue [Medical Office Assistant] As an Administrative Support Assistant at Northwell Hea...
  • 3/27/2024 12:00:00 AM

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Administrative Support Assistant
  • Northwell Health
  • Syosset, NY
  • Job Description Job Description Performs diversified clerical duties related to the operational needs of the office/depa...
  • 3/25/2024 12:00:00 AM

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Administrative Support Assistant
  • Northwell Health
  • Huntington, NY
  • Job Description Performs diversified clerical duties related to the operational needs of the office/department. Job Resp...
  • 3/25/2024 12:00:00 AM

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Administrative Support Assistant>
  • Northwell Health
  • Glen Cove, NY
  • Northwell Health - JobID: 19995361 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health...
  • 3/25/2024 12:00:00 AM

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Administrative Support Assistant>
  • Northwell Health
  • Deer Park, NY
  • Northwell Health - JobID: 20025921 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health...
  • 3/25/2024 12:00:00 AM

The City of New York, usually called either New York City (NYC) or simply New York (NY), is the most populous city in the United States. With an estimated 2017 population of 8,622,698 distributed over a land area of about 302.6 square miles (784 km2), New York is also the most densely populated major city in the United States. Located at the southern tip of the state of New York, the city is the center of the New York metropolitan area, the largest metropolitan area in the world by urban landmass and one of the world's most populous megacities, with an estimated 20,320,876 people in its 2017 M...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$42,286 to $50,479
New York, New York area prices
were up 1.6% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020