Trust Administrator Resume Samples

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J Crist

Johathan

Crist

34355 Jaime Shoals

Chicago

+1 (555) 482 1551

34355 Jaime Shoals

Chicago

Phone

p +1 (555) 482 1551

Experience Experience

Chicago, IL

Trust Administrator

Chicago, IL

Howe-Langworth

Chicago, IL

Trust Administrator

Perform daily checking of investment restrictions and other related checking on the investment of unit trusts
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients
Oversee work performed by various Private Banking operational groups to ensure the smooth operation of the trust and estate accounts
Opens and routes incoming mail, answers correspondence, provides telephone client service, and assists in maintaining office supplies
Assist Trust Officers in ensuring all branch related risk management activities are complied with and completed according to policy and procedures
Provide assistance with report preparation for generating client presentaions
Works with other Administrators to include those in the ILIT group in order to provide service to the customer

Dallas, TX

CT Trust Administrator

Dallas, TX

Trantow and Sons

Dallas, TX

CT Trust Administrator

Have a working knowledge of the portfolio of accounts by working closely with the Workflow Specialist or Client Service Manager
Assist on various projects such as new deal closings and any other projects as assigned
Manage Trade confirmation process and follow through to settlement for various markets and product types including Loans and Bonds
Perform collateral monitoring and compliance tests and produce reports for various SPV structures in accordance with contracted documentation
Liaison with support areas: Loan Operations, Custody Operations, Cash Operations, Analytics, TMG, Asset Administration and others
Daily correspondence with, including but not limited to, the collateral manager, loan agents, trading counterparties, auditors, arrangers, rating agencies and investors
Assist in the preparation of monthly/quarterly reports by following waterfall procedures and checklists. This includes correct calculation of interest accruals, interest rate and factor resets in accordance with a signed checklist for Client services review

present

New York, NY

CT Senior Trust Administrator

New York, NY

Walsh, Pfannerstill and Runolfsdottir

present

New York, NY

CT Senior Trust Administrator

present

Perform hypothetical scenarios for the collateral manager before GCS review
Regular communication with external parties, including but not limited to, the portfolio manager, loan agents,
Review internal operating accounts for receipt/transfer of funds and perform daily account and cash reporting
Manage high volume of accounts
Contribute to process improvement initiatives with an enthusiasm for innovation
Execute funds transfer from/to accounts
Prepare, execute and monitor settlement investments

Education Education

Bachelor’s Degree in Business Administration

University of North Texas

Bachelor’s Degree in Business Administration

Skills Skills

Strong oral and written communication skills. Strong client, professional and public contact skills
Knowledge and understanding of fiduciary liability issues. Ability to develop and obtain new account relationships for WMG
Basic keyboarding skills and knowledge of related software
Basic knowledge of Trust Accounting principles
Working knowledge of the charitable community
Ability to solve problems quickly and effectively, within the framework of existing standards and the internal and external context
Ability to quickly learn and utilize unfamiliar software and operating systems
Detailed knowledge of accounting and securities administration sufficient to complete documentation and to communicate effectively with other departments
Basic knowledge of computer applications (Word, Excel, Global Plus and Optimizer)
Good analytical and problem solving skills, including attention to detail

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15 Trust Administrator resume templates

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Private Client Direct, Trust Administrator Resume Examples & Samples

A minimum of 2+ years experience in the trust and estates industry
Advanced degree such as JD, industry certification such as CTFA, or paralegal experience in trust and estates practice preferred
Experience in the administration and support of trusts including general understanding of fiduciary products and fundamental fiduciary transaction concepts
Outstanding client service skills
Strong computer skills including proficiency with trust accounting systems
Ability to quickly learn the basics of banking, investments, and financial planning
Experience with JPMorgan fiduciary platform a plus

Trust Administrator Resume Examples & Samples

Interpret the governing instrument and applicable law in order to establish account records, including payment and fee schedules. Write to beneficiaries and co-fiduciaries to outline administrative procedures
Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with Trust Manager
Work with the Tax Department and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries
Respond to requests from beneficiaries for discretionary distributions. Submit memoranda to Trust and Investment Committee for approval. Confer with co-trustee (if any) to obtain his/her approval. Communicate decision to client and follow-up with the request as necessary
Oversee work performed by various Private Banking operational groups to ensure the smooth operation of the trust and estate accounts
Communicate with portfolio managers regarding investment objectives and liquidity needs
Handle departmental projects relating to accounts and special assets. Participate on various committees as needed
Responsibilities in the administration of estates: - Identify, collect and secure decedent's tangible and intangible assets. Assist in coordinating appraisals of personal property with auction houses and estate liquidators. Arrange for estate tax valuations. Notify beneficiaries of provisions of Will, determine beneficiaries' preferences with regard to the form of distributions, satisfy specific bequests and establish testamentary trusts. Organize estate records and valuations for use by Counsel in preparation of death tax returns. Review death tax returns upon completion. Gather information requested by I.R.S. for an estate tax audit and attend meeting with auditor(s). Coordinate with Counsel in regard to preparation of an accounting, Receipt and Releases or court filings for judicial settlement; Coordinate final distributions and closure of account
Responsibilities in the settlement of trusts: Coordinate flow of work relative to terminating accounts with internal departments. Write to remaindermen, executors and trust counsel outlining trust dispositive provisions and termination procedures for distribution of assets. Determine type of distribution and method of accounting with counsel and remaindermen. Review or prepare Letter Agreements/Receipt and Release Agreements and/or court filings and oversee the preparation and review of accountings. Coordinate final distributions and closure of account
2-3 years of Trust experience
International trust administration experience a plus
Trusts & Estates paralegal experience preferred
A solid understanding of related legal, tax and financial concepts is preferred
Strong interpersonal, communication (written and oral), organizational and analytical skills are essential

Trust Administrator Resume Examples & Samples

A minimum of 1-3 years experience in the financial services industry, preferably in client service and trusts & estates roles
Excellent communication skills including both telephone and written communications
Good listening and problem solving skills

Trust Administrator Resume Examples & Samples

Perform daily checking of investment restrictions and other related checking on the investment of unit trusts
Prepare breach report and other regulatory reports
Perform regular reconciliations
Assist in updating procedures and/or drafting of new procedure to reflect latest regulatory requirements or in house policies
Provide support on client enquiries

Trust Administrator Resume Examples & Samples

Bachelor’s degree (Business Administration / Accounting preferable)
Must have a minimum of 3-5 years trust and fiduciary industry experience
Fundamental knowledge of banking products and their application in overall management
General computer literacy (Microsoft suite of office programs)

Senior Trust Administrator Resume Examples & Samples

Work in a team environment to provide high levels of service to clients and support to Portfolio Managers or Wealth Advisors who share in the servicing of client relationships
Able to work with most complex accounts and challenging clients
Provides guidance to more junior administrators
Must possess expertise in fiduciary administration (10+ years of experience)
BA or equivalent required
Exceptional verbal and written communication and interpersonal skills
Strong detail orientation and organizational skills
CFP or CTFA preferred

IRA Trust Administrator Resume Examples & Samples

Respond to inbound calls from clients and resolve inquires or requests related to their IRA’s
Initiate processing of account transactions and provide necessary oversight of all account activity
Review, interpret and implement policies and procedures within compliance and departmental guidelines
Must possess expertise in client and account management (3 years’ experience)
Excellent client service skills via telephone
CISP preferred

Senior Trust Administrator Resume Examples & Samples

Responsible for the management of assigned and individual customer’s trust accounts within a specific market segmentation in order to preserve the trust’s assets, maximize their yield with safety of capital and/or fulfill other specific requirements as outlined in the trust agreement
Work with Trust Counsel, TRESA, and Trust Tax professions in order to assure proper documentation and administration decisions
Work with outside attorneys, co-trustees, accountants and other professionals to effectively administer trust accounts in accordance with the terms of each account’s governing document
Responsible for the profitability and growth of all assigned relationships in accordance with the Market Strategy and overall Private Bank financial plan
Maintain appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings
Develop and maintain an expertise in a specific area of personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services
As part of Personal Trust team, responsible for achieving annual sales goal
Plan client calls effectively and systematically and monitor client base for opportunities to leverage existing relationships
Provide consistently superior service by exceeding client’s expectations while understanding and complying with Harris policies and governmental regulations
Expert knowledge of financial services industry, wealth management products, and team selling
Professional Certifications and/or Advanced Degrees preferred: JD, CPA, CFA, CTFA
5 – 10 years job related experience
Excellent sales skills and abilities
Excellent written/oral/presentation skills
Excellent client consultation/counselor skills

Senior Trust Administrator Resume Examples & Samples

Responsible for the management of assigned and individual customer’s trust accounts within specific market segmentation in order to preserve the trust’s assets, maximize their yield with safety of capital and/or fulfill other specific requirements as outlined in the trust agreement
Responsible for the profitability and growth of all assigned relationships in accordance with the Market strategy and overall Private Bank financial plan
Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business in the integrated suite of services
7-12 years job related experience
Expert knowledge of financial services industry, products, and team selling

ML Trust Administrator Resume Examples & Samples

MS Office (Excel, PowerPoint, Outlook)
Highly organized with a strong attention to detail
Self directed team player

ML Senior Trust Administrator Resume Examples & Samples

Knowledge of basic trust concepts and vehicles
Awareness of basic fiduciary and tax laws, fiduciary investment strategies and practice and procedures for their area of responsibility
Awareness of risk parameters and the ability to apply them to situations
Knowledge of MLTC Policy & Procedures
Professional communication practices
Three years of financial services experience preferably in trust
Demonstrated ability to function as a Team Player
Awareness of trust functions and trust operations
Ability to effectively organize daily account management requirements

Personal Trust Administrator Resume Examples & Samples

Services all assigned accounts including analyzing agreements, procuring proper account documentation, insuring compliance, monitoring operations output and effecting distributions and other account-related transactions
Keeps current on applicable fiduciary and tax laws through attending seminars and courses in order to deliver thorough and authoritative solutions to clients
3-5 years of experience with investment concepts
Knowledge of trust systems including SEI, CSS, imaging tools and other applications
BA or equivalent work experience required

Trust Administrator Resume Examples & Samples

Assists with Trust Administration – preparation of various statements, letters, annual review forms and other documents as well as pro-actively moving accounts through this process and conducting file research as required
Reactively and where required, proactively, maintains timely written, verbal, and electronic communication, where required
Assists in ensuring all trust administration is carried out in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and branch objectives
Understands service standards and the need for operational consistency, continuous improvement and high quality client service
Ensures all account information on internal systems is up to date, complete, and accurate
Makes effective use of all central support to ensure efficient administration and quality client service is provided
Recognizes and directs new business and referral opportunities to the appropriate distribution point
Assists in ensuring all branch related risk management activities are complied with and completed according to company policy and procedures and fiduciary accounts including required documentation for new accounts and refers more complex issues to the Senior Trust Advisor
Understanding of relevant estate, trust, legal and investment terminology and concepts
Post secondary education or equivalent, Estate & Trust Administration courses preferred
Canadian Securities Course or completed within 1 year
3 - 5 years experience working in trust industry, trust investments, brokerage or client services
General working knowledge of the Securities and Financial Services Industry
Excellent written/verbal/electronic communication skills
Ability to work effectively with others and perceived as a professional business partner with clients and co-workers
Ability to resolve issues and aspects of administration independently

Trust Administrator Resume Examples & Samples

Ascertain and clarify work requests, objectives and expectations and seek guidance as necessary in order to effectively complete the task
Thinking of solutions and looking at innovative ways to streamline activities and improve efficiency in order to meet or exceed productivity levels
Time input management
Ensure work is prioritised accordingly in order that service timelines are met and goals for the unit are achieved; raising any concerns as they arise
Producing work of an accurate and high standard of professional quality
To undertake training as requirements and to raise awareness of any knowledge gaps and to address those with the support of the Manager
To at all times, act in accordance with the terms of the governing document (e.g. Trust Deed, Memorandum and Articles of Association) and the laws of the relevant country and to follow the RBC Policies & Procedures, along with any business process/guidelines, as set out and amended from time to time
Bring to the attention any errors and omissions identified whether it be on our electronic trust and company management database and banking/diary records systems, or through our document files, being managed, in order to keep the integrity of those intact at all times
Liaise with internal clients, internal network & other professionals as required
To carry out such other duties as may be required from time to time as expected at a junior level
To keep updated with technological enhancements in order to remain on top of developments and accurate use of the systems database and programs utilised
To develop experience through training and guidance in all areas of trust and company administrative duties
To engage and assist in Personal Trust projects as they may arise from time to time
High School/College/University Graduate
Willing to embark on a professional Trust qualification such as STEP, ACIB or ICSA or other professional qualification in support of the role to be undertaken

Trust Administrator Resume Examples & Samples

Responsible for gathering and reviewing initial data, documents, and other information provided by the client. Track missing information and resolving data discrepancies
Perform reviews of new accounts, terminations, shifts of interest, gift additions, participant additions, investment directives, beneficiary and vendor payments, valuations, client and account profiles, tax conditions, and other information necessary to support client deliverables
Responsible for ensuring accurately maintained beneficiary, client and donor information
Bachelor’s Degree or four or more years of business office experience
Three or more years’ of experience in a financial services environment with experience in direct client communication
Experience in general trust administration
Understanding of securities products and their transfer methods between brokerages desired
Knowledge of federal and state tax codes regarding trusts preferred

Trust Administrator Resume Examples & Samples

Satisfy and exceed PCA customer expectations and those of internal colleagues that utilize PCA
Work with internal departments, Legal, Tax, Compliance, Special Assets, etc. as needed to ensure proper documentation and compliance
Maintain appropriate contact with customers and relationship teams; and
3-5 years of related experience in trust administration

Trust Administrator Resume Examples & Samples

Oversee client relationships on a day to day basis
Thorough understanding of clients' objectives, identify and provide alternatives, and effectively communicate the potential impact to decision makers
Working knowledge of effective sales techniques
Knowledge and general understanding of the trust industry
Experience in the investment, ERISA and custody industry a plus
Develop strong internal and external relationships with existing and new centers-of- influence
Ability to communicate to a diverse group on complicated issues and topics
Perform duties in compliance with Corporate Policies and Procedures and all applicable external regulations

Senior Trust Administrator Resume Examples & Samples

College degree with business or equivalent work experience; Bachelor's Degree required
Professional Certifications and/or Advanced Degrees preferred: (JD, CPA, CFA, CTFA)
Minimum of 5 to 10 years of experience in the personal fiduciary business
Understanding of the regulatory environment impacting the personal fiduciary business
In-depth knowledge of the personal trust and portfolio management line of businesses
Exceptional oral and communication skills
In-depth analytical skills
In-depth problem solving and collaboration skills

Trust Administrator Resume Examples & Samples

Thinking of solutions and looking at innovative ways to streamline activities in order to meet productivity levels and thus efficiency goals
Producing accurate work and to a high standard of professional quality
To provide assistance and training across the unit as requirements are identified in order to support the team and to raise awareness of any knowledge gaps and to address those with the support of the Manager
To carry out such other duties as may be required from time to time as expected at PL level
To perform and maintain trust and company administrative duties including to but not restricted to: maintenance and controls for new business/entities/individuals, company incorporations, government filing requirements, receipt of assets, trust and company account closures, fee receipts, investments, banking arrangements, company secretarial and trust record management, distributions, accruals for fees and costs, debtor clearance
To engage and assist in Personal Trust projects as they may arise from time to time. Those can be in relation to RBC business strategies for Senior Management, Regulatory Audit, Marketing Analytical data, Internal Audit or Management Reporting/Inquiries

Ct Trust Administrator Gca Resume Examples & Samples

Bachelor degree with at least 2 years in the financial services industry or Corporate Trust experience
Ability to quickly identify and escalate problems
Possess strong decision-making and organizational skills
Take initiatives and to communicate effectively with Client Service Managers, Workflow Specialists, Team Leaders, internal shared service partners and with internal and external clients
Proficient in the Microsoft suite of applications (Word, Excel, etc.) and will be required to become familiar with product specific applications

Trust Administrator Resume Examples & Samples

Strong oral and written communication skills. Strong client, professional and public contact skills
Knowledge and understanding of the provisions of the Texas Probate Code, the Texas Trust Code, and the Texas Guardianship Code
Knowledge and understanding of the various concepts, laws, regulations, and procedures affecting estate and trust administration, in particular trust law, federal estate taxation, community/separate property, federal income taxation, real property, oil and gas, closely-held business interests, and other pertinent areas
Knowledge and understanding of fiduciary liability issues. Ability to develop and obtain new account relationships for WMG
Ability to handle change well. Standard PC and associated software skills. Ability to learn various bank computer systems
Minimum of five years trust experience

Trust Administrator Resume Examples & Samples

Responsible for improving client satisfaction through periodic contact, analysis of clients’ problems and concerns and assistance to clients with their financial needs
Deepens relationship with current clients through additions or upgrades to accounts, retention efforts with the next generation and supports field advisors in winning new business
Work in a team environment to provide high levels of service to clients and support to Portfolio Managers and Wealth Advisory Teams who share in the servicing of client relationships
Must possess 3-5 years in Account Administration (5+ years preferred)
Strong analytical skills and sound understanding of investment concepts and tax forms
Knowledge of trust accounting systems(i.e. SEI), imaging tools and Microsoft Office products
The ability to work in a fast paced team environment
Detail oriented and strong organizational skills
Work experience equivalent to BA/BS (BA/BS preferred)

Trust Administrator Resume Examples & Samples

Process and assemble client presentations
Provide assistance with report preparation for generating client presentaions
Assist IAs with daily client account administration
Assist IAs with preparation for and follow - up from client meetings
Manage ICST client statistic reporting
Prepare power point presentations as needed
Provide general administrative support (porcess expense reports, order supplies etc
Perform other related assignments as requested
Bachelors degree in Finance/Accounting or 4 years related work experience
Two (2) to three (3) years trust experience
Excellent Micorsoft Office Suite Skills
Ability to work under time deadlines
General knowledge of investments would be a plus

Trust Administrator Resume Examples & Samples

To respond promptly to client requests with the highest standards and confidentiality at all times
Assist the Administration team as required in the day to day administration of Trust accounts
Assist team to provide direct impact on the financial results of the company in revenue retention and growth
Answer incoming client calls and assist with any inquiries
To carry out various other Administrative responsibilities and duties as requested by Team Lead
Act as back-up for other employees while out of office
Respond to correspondence and telephone contact with clients and /or their advisors on all matters in a timely and efficient manner
The administration of client affairs to meet deadlines ensuring that regular administrative aspects are recorded and acted upon
Organizational prioritization skills
Ability to work using own initiative
Seek out advice from Senior staff promptly as and when appropriate
Assists with the maintenance of the company’s policies, procedures and internal controls and in fulfilling its obligations through commitment to both internal and external auditors
Good knowledge of software packages including MS Office (Excel, MS Word, and Outlook) and other applications used by the Trust Administration Department from time to time
Good understanding and ability to use the Trust Library
Trust business experience and knowledge
Ability to take on multiple tasks simultaneously and manage them all effectively
High personal interaction skills and team player
Ability to work with deadlines
Accuracy and Diligence
Good interpersonal skills allowing good interaction with colleagues and their advisors
Good understanding of Sunguard Global Plus Trust system

CT Senior Trust Administrator Resume Examples & Samples

Produce & authenticate new global notes as per the daily reporting from IPA/OASIS systems
Ensure all details are correct on any new security received from an external agent before authenticating
Ensure all items correctly filed in the appropriate vault
At maturity date remove all global notes from the live vault & upon ICSD confirmation arrange for their destruction
Assisting internal parties when they are looking to deposit securities into the vault that the appropriate instructions are raised
Perform periodic vault inventory checks
Maintain and update standard operating procedures
Understanding & compliance with the CASS requirements in regard to CASS 6 Custody rules, as well as CASS 7 Client money rules, as they apply to the role & work context
Know Your Customer (KYC) due diligence, OFAC reviews, new account opening and tax compliance, pre and post close support and administration (i.e. onboarding
B.A./B.S
2 years or above in the financial services industry or Corporate Trust experience

Ct Senior Trust Administrator Gca Resume Examples & Samples

Be the subject matter expert for one or more processes
Assigned complex relationship and accounts requiring special handling
Assist Client Service Managers with monthly report preparation, new deal closings, effective dates, interest payment dates, and other special events and projects
Daily cash reconciliation
The Senior Trust Administrator should have strong written and oral communication skills

Trust Administrator Resume Examples & Samples

Maintain compliance on individual retirement accounts and provide guidance to clients and administrators in the applicable legal requirements of IRA plans
Work in a team environment to provide high levels of service to clients and support to trust administrators, portfolio managers or Wealth Advisors who may be acting as a relationship manager
Must possess expertise in client and account management (3+ years’ experience)
Ability to work in a collaborative, team environment
Knowledge of IRA administration and related legal requirements for these accounts
Strong detail orientation and organization skills

Senior Trust Administrator Resume Examples & Samples

Able to work with more complex accounts and challenging clients
Mentors more junior administrators
Must possess expertise in wealth management and fiduciary administration (10+ years of experience)
Some travel required within the region

Senior Trust Administrator Resume Examples & Samples

Administer a full account load of terminating trusts assigned by the Manager of the Post-Death Administration & Terminations (PDAT) unit. Ability to learn and apply laws of other states (Illinois, Wisconsin, Indiana, Florida and Arizona)
Review and interpret governing instruments (e.g. wills, trusts, marital property agreements, probate documents, etc.)
Able to work well with other professionals within the organization, typically Trust Counsel, the field Trust Administrator, Portfolio Manager, Wealth Advisor, Trust Tax and Trust Real Estate and Special Assets
Provide regular communications internally with members of the bank team and externally with beneficiaries, co-fiduciaries, attorneys and accountants
Obtain date of death, or alternate asset values for accounts, as applicable
Make timely distributions, cash or in-kind, to beneficiaries in accordance with BMO Harris Bank N.A. practices
Identify risk management issues that must be escalated to Manager of PDAT
Adhere to BMO Harris Bank N.A. policies and procedures
JD degree required
At least 10 years of experience in trust and estate administration
Thorough understanding of Illinois and Wisconsin probate and trust law, community property tax rules, and federal estate, gift and fiduciary income tax law. Experience applying local laws of multiple jurisdictions preferred
Strong knowledge of financial services industry and wealth management products
Ability to work as part of a team of professionals
Demonstrate strong work ethic, positive attitude and ability to work with others, which reflect the values of BMO Harris Bank, N.A

Trust Administrator Resume Examples & Samples

Ability to read and understand the terms of a Trust, Will and Power of Attorney for Property
Detailed knowledge of accounting and securities administration sufficient to complete documentation and to communicate effectively with other departments
Must enroll in and successfully complete the Canadian Securities Course (CSC) and the Level One Trust Program offered by CSI (applicable to Level 4 Trust Administrator)
Good oral and written communication skills sufficient to communicate effectively with clients and other outside business contacts
Basic keyboarding skills and knowledge of related software
Well-developed organizational skills, particularly the ability to prioritize

Trust Administrator Resume Examples & Samples

Coordinates with Trust Officers (Officer) and Senior Trust Special Asset Advisors (SAA) the opening of deferred exchange and escrow accounts, provides requisite third party information, and prepares account reviews in accordance with bank policy and any applicable laws and regulations
Ensures special assets are listed as account holdings and appropriately valued and categorized, provides requisite documentation to trust operations for vault retention, retains and updates applicable computer records, provides and distributes tracking reports, and prepares Special Asset Forms for inclusion as permanent record with annual account reviews
Maintains spreadsheets for discretionary spending account allowances in conformance with court orders and assists in annual or special court reporting. Coordinates tracking, reporting and payments of special asset taxes and insurance premiums
Directs receipts of account tenants’ rents and security deposits per terms of leases. Maintains rent rolls, corresponds with tenants, and report rent receipts to Officer and SAA
Processes and distributes all cash receipts, fees, invoices and statements for deferred exchange and escrow accounts and special asset holdings
Orders and distributes all Officer/SAA approved disbursements of funds according to account documents, court orders or client requests in accordance with accepted bank accounting standards. Establishes and monitors special asset related scheduled disbursements
Provides deferred exchange and escrow account files and special asset information as requested for audits and exams
Attends monthly special asset team meetings for reviewing assets, process improvement, and team building
Opens and routes incoming mail, answers correspondence, provides telephone client service, and assists in maintaining office supplies
Other duties will be assigned
20150716

Trust Administrator Resume Examples & Samples

Provide sound fiduciary judgement and administration for all aspects of the account termination process, and execute administrative reviews with a focus on compliance and risk mitigation
Maintains compliance with all internal policies and procedures as well as with regulatory and legal requirements
Maintains a high level of understanding of current trends and changes in trusts, estates, tax, and fiduciary law
Bachelor's degree or in lieu of degree 4 years work experience
Strong analytical ability
Excellent communication and customer relation skills

Institutional Trust Administrator Resume Examples & Samples

Relationship management including the on-going servicing and retention of institutional client relationships
Advise institutional clients and their auditors on tax and compliance matters relevant to respective state law
Directs all activities related to the account, including third party investment managers and appropriate tax and regulatory reporting ensuring quality and accuracy of activity
Proactively communicates with client and third party service providers to ensure a high level of customers satisfaction and to achieve account objectives
Ensures account is in compliance with legal and regulatory requirement relating to governing documents. Identifies and resolves quality issues
Five to seven years of financial services experience involving administration of foundations, endowments, or qualified and non-qualified employee benefit plans
Demonstrates knowledge of state and federal regulations related to trust administration, including charitable trust or qualified and non-qualified employee benefit plans

Trust Administrator Resume Examples & Samples

Assists relationship managers with the administration of their assigned book of business providing quality service and efficient, accurate, and timely account administration
Reactively and where required, proactively, maintains timely written, verbal, and electronic communication with the relationship managers and external contacts, where required
Keeps informed about general investment procedures and philosophies
Proficient use of all software and internal technology
Assists relationship managers in ensuring all trust administration is carried out in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and department objectives
Understands the ATS service standards and the need for operational consistency, continuous improvement and high quality client service
Makes effective use of all central support groups (CMS Operations Group, Central Support Group, Income Tax, etc.) to ensure efficient administration and quality client service
Understands the need for a balance between the profit needs of the business and the client service objectives in the ATS
Shares best practices wherever possible
Flexible in approaching all duties and assignments
Able and willing to assist others as required

Personal Trust Administrator Resume Examples & Samples

Adheres to all Fiduciary Trust and Franklin Templeton policies, procedures, and standards
Maintains working knowledge of investment management products and processes as client relationships will be investment centric
Continually improves administrative procedures and discipline
Bachelor’s Degree or equivalent, Canadian Securities Course or IFIC Mutual Funds course desirable
Strong verbal and written communication skills and strong numeracy skills
Proficiency with word processing, spreadsheet and presentation software (Microsoft Office)
Related work experience in a trust company, law office, or investment counselling firm
Ability to plan ahead and manage complex tasks and competing priorities efficiently
Interpersonal skills including empathy, emotional intelligence, sound judgment in high pressure situations
Work ethic, willingness to tackle unexpected tasks with enthusiasm and invent creative solutions

Junior Corp Trust Administrator Resume Examples & Samples

Daily Administration - processes may be and are not limited to
Review daily activity database, research and prepare responses as applicable
Perform hypothetical scenarios for the collateral manager before GCS review
Daily cash reconciliation of accounts
Ensure that all processes are in accordance with the Firm and Corporate Trust policies and preferred practices

Senior Trust Administrator Resume Examples & Samples

Maintain appropriate contact with customers through mailings, telephone calls and correspondence to satisfy and exceed customer expectations
Work effectively with internal departments (Legal, Tax, Compliance, Real Estate and Special Assets) as needed for account administration as well as market based professionals to provide a team approach to client service
Timely completion of internal projects, regulatory reviews and compliance monitors
Demonstrate strong team work and work ethic to support all members of PCA team as needed

Trust Administrator Scotiatrust Resume Examples & Samples

Assemble information regarding assets in new accounts (including research into the tax costs) and ensure the preparation of the opening inventory/Record of Trust
. Maintain daily surveillance over cash positions and provide reports for any cash positions that require remedial attention. Create/input accurate and timely accounting entries for payments to third parties, realization of assets, fee collection, referring all unusual items for further action as required. Prepare detailed fee calculations in Estate and Trust accounts in accordance with fee agreements or local judicial/industry practice
Basic knowledge of Trust Accounting principles

Assistant Trust Administrator Resume Examples & Samples

Review and interpret trust documents to ensure compliance with the document’s provisions and fiduciary guidelines and laws; review the list of assets in order to determine if any risk management issues exist
Make professional presentations to clients/prospects
Execute and process transactions either initiated by the client or by the Investment Advisor
Bachelor’s degree in Finance or related field with 4+ years of applicable experience
Broad knowledge of Trust Tax, Trust Accounting and Investment Management

Trust Administrator Resume Examples & Samples

Management of assigned individual customers’ accounts
Work with Trust Counsel to assure proper documentation and administration decisions
Responsible for enhancing current individual relationships and developing new and profitable business within the Market or in conjunction with New Business Development Representatives
Review requests with Fiduciary Administrator, weigh the specific issues facing the beneficiary and make discretionary decisions to determine the appropriate/alternative action to be taken
Execute all account closings and distributions for all accounts
Bachelor’s degree in Finance or related field with 4 -7 years of applicable experience
Strong knowledge of Personal Trust Administration processes and procedures
Broad knowledge of fiduciary laws including estate planning techniques, charitable remainders, IRS private letter rulings, Sections of the IRS Code, Illinois Probate Act, Principal and Income Act, Trust and Trustees Act

Personal Trust Administrator Resume Examples & Samples

Work in a team environment to provide high levels of service to clients and support to Portfolio Managers and Wealth Advisory Team who share in the servicing of client relationships
Must possess 3+ years of experience in client and account administration (3+ years’ experience)
Work Experience equivalent to BA/BS
Strong analytical skills and sound understanding of investment concepts
Knowledge of trust accounting systems (i.e.SEI), imaging tools and Microsoft Office products

Trust Administrator Resume Examples & Samples

Attend site visits to fund service providers as requested
Assist with on-boarding new funds as requested
Complete subscription and redemption transaction reviews
Liaise with internal and external parties on matters pertaining to the funds as required
Provide and participate in cross training with colleagues where necessary
Escalate material items to line management promptly

Trust Administrator Resume Examples & Samples

Independently administer and manage the agreements end-to-end, coordinating with all involved in the transaction including external and internal parties
Participate in negotiating / structuring transactions in order to identify and avoid issues that could impact the administration of the transaction prior to execution of agreement, including the participation in the negotiation process for modifications and / o r addenda to existing contracts
Monitor the receipt of the defined documentation as established in the agreement and ensure that it is guarded under existing procedure in each country
Monitor the existence of guarantees under each agreement, and their respective record as appropriate
Ensure proper reconciliation, coordinating with the respective areas and the client
Solicit and / or control the registration of contracts in the relevant regulatory bodies
Coordinate reporting and periodic reports, to be presented to regulatory agencies as required
Request the liquidation and / or closing of agreements for A & T, and the final report, as defined in the Agreement and / or according to local regulation, ensuring that the accounting process of liquidation
Review and validate the instructions received from the clients, in order to verify that they can be executive under the contract
Ensure the integrity of information, tasks and obligations of contracts in the system, to control and monitor them
Identify new business opportunities
Propose improvements to processes
Primary contact for existing client relationships, coordinate all deliverables related to deal requirements with internal and external Parties
Cultivate strong client relationships by providing high service quality
Minimum 2 years-experience in the financial service industry with general knowledge of Fiduciary Products, Banking, Capital Markets
BA/BS is required. MBA is a plus
Proficiency in English, Spanish and Portuguese; full comprehension for reading, writing and speaking

CT Trust Administrator Resume Examples & Samples

The Trust Administrator position requires a responsible individual to process key specialized and often complex functions while ensuring compliance with all Firm and Corporate Trust policies and preferred practices
The position requires that the individual demonstrate a strong attention to detail, the ability to quickly identify and escalate problems, possess strong decision-making and organizational skills, and the ability to take initiatives and to communicate effectively with Client Service Managers, Workflow Specialist, Team Leaders, internal shared service partners and with internal and external clients
The individual should be proficient in the Microsoft suite of applications (Word, Excel, etc.) and will be required to become knowledgeable with applications such as mainframe Cash and Books and Records systems, WSO Loan Platform, Bondholder record keeping systems, data vendors and other product specific applications
SPV Administration - processes may be and are not limited to
Daily cash reconciliation of client operating accounts through to resolution
Monitor receipt and disbursement of funds through to settlement
Manage Trade confirmation process and follow through to settlement for various markets and product types including Loans and Bonds
Execute funds transfer from/to accounts
Perform collateral monitoring and compliance tests and produce reports for various SPV structures in accordance with contracted documentation
Liaison with support areas: Loan Operations, Custody Operations, Cash Operations, Analytics, TMG, Asset Administration and others
Daily correspondence with, including but not limited to, the collateral manager, loan agents, trading counterparties, auditors, arrangers, rating agencies and investors
Ensure accurate records are held by appropriate filing of transactions and invoicing for monthly reports and audit requirements
Assist in the preparation of monthly/quarterly reports by following waterfall procedures and checklists. This includes correct calculation of interest accruals, interest rate and factor resets in accordance with a signed checklist for Client services review
Assist on various projects such as new deal closings and any other projects as assigned
Ensure that all processes are in accordance with the Firm and Corporate Trust policies and preferred practices
Client Relationship Support
Provide support in maintaining the client relationships by understanding the client business and the BNYM organisation structure that services the SPV
Escalate issues and concerns
Professional and timely handling of customer inquiries
Maintain good relationships with client trading counterparties
This position requires strong communication skills, both internal and external, in order to correctly and efficiently process client requests
The Trust Administrator is expected to be the department’s subject matter expert for a variety of processes and/or products
They will also interact daily with Client Service Mangers, Relationship Managers, Team Leaders, and internal shared services: settlements, wire transfer group, debt service groups, Vault, Tax and KYC Utilities as well as external investment managers, brokers and clients

Senior Trust Administrator Resume Examples & Samples

Deepens relationship with current clients through additions or upgrades to accounts, retention efforts with the next generation and supports field advisors with the acquisition of new business
Work in a team environment to provide high levels of service to clients and support to Portfolio Managers and Wealth Management Advisors who share in the servicing of client relationships
Able to work with more complex accounts and challenging relationships

Trust Administrator Kaspick Resume Examples & Samples

Responsible for generating periodic profile, transaction and accounting reports
Communicate, identify and mitigate client issues in a proactive and positive manner in order to meet client needs that result in high client satisfaction
Respond to client inquiries in a timely and accurate manner; ensures timely and accurate delivery of standard deliverables as well as ad-hoc requests
Develop collaborative, in-depth partnership with assigned clients and internal business partners
Job performance requires fulfilling other incidental or related duties as assigned, assisting and training others, and performing duties of higher rated positions from time to time for developmental purposes
Two or more years of experience in a financial services environment with experience in direct client communication
Working knowledge of charitable and taxable trusts preferred
Experience using trust systems technologies; Prior experience levering PG Calc and Advent products preferred
©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C25611

CT Trust Administrator Resume Examples & Samples

The Trust Administrator should have strong written and oral communication skills
The individual should be proficient in the Microsoft suite of applications (Word, Excel, etc..)
He/She will be required to become familiar with applications such as ASP, IMMS/GSP, ACS, RDARS, OLOVR, Bondholder record keeping systems, DSE, FiRRe, ORION and other product specific applications
B.A./B.S. or 2 or more years in the financial services industry or Corporate Trust experience

Trust Administrator Resume Examples & Samples

Daily administration of up to 100 MBS Trusts
Manage cash accounts for assigned trusts and clients, including investment, liquidation and distribution of funds
Monthly preparation of documents requested by various deal parties
Collaborate with other team members to address ad hoc projects

Trust Administrator Resume Examples & Samples

5 or more years Corporate Trust (or similar) experience
Undergraduate Degree (BA or BS)
Experience with identifying client needs and proposing client solutions
Ability to involve others proactively in decisions
Able to balance day-to-day activities with big-picture concerns
Ability to prioritize multiple responsibilities in a fast paced, deadline driven, environment

Trust Administrator Resume Examples & Samples

Administer complex assigned trust accounts in accordance with bank policy and within the parameters of the account document
Perform Administrative Reviews to ensure account is in accordance with the terms of the various governing documents, applicable law and regulations as well as complying with all requisite policies and procedures
Trust Certifications preferred - CTFA, Certified Trust, CFA, or Certified Financial Planner

Trust Administrator Resume Examples & Samples

Review internal operating accounts for receipt/transfer of funds and perform daily account and cash reporting
File and submit of relevant material for the preparation on the monthly/quarterly reports including trade tickets, invoices, rate resets, factor spreadsheets, waterfall workings, and signed checklist for review
Provide support in maintaining the client relationships
Ensure that inquiries, both internal and external, are addressed promptly

Trust Administrator Resume Examples & Samples

Oversees the Special Needs Trusts and may carry a smaller account load
Will also assist as necessary with the review of potential new business and the closure of existing accounts
Works with both internal and external auditors as required
Works closely with Personal Trust Officers in the field offices as needed to provide service to the client
Instructs the designated person or unit on the disposition of check(s) from their assigned trust accounts
Answers question or concern as it pertains to a potential issue with an account
Works with other Administrators to include those in the ILIT group in order to provide service to the customer
Knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
Excellent oral, written and organizational skills
Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc

Trust Administrator Resume Examples & Samples

Develops and maintains reports, models and databases to support individual and / or group routine and ad hoc data and analytical needs
Contributes to the definition and evolution of data analytics within the group to optimize system performance and enhance group productivity
20160315

CT Senior Trust Administrator Resume Examples & Samples

Manage high volume of accounts
Liaison with support areas: Financial Management, Operations, Securities Clearing, Custody, DTC, Analytics, TMG, Sales, Asset Administration and others
Daily correspondence with, including but not limited to, the collateral manager, loan agents, swap counterparties, auditors, arrangers, rating agencies and investors

Senior Personal Trust Administrator Resume Examples & Samples

Requires a Bachelor’s degree or equivalent required; substantial work experience may substitute for formal degree; CTFA and/or JD preferred
Must have a minimum of 5 years of experience in Personal Trust administration
Must be proficient in MS Office Suite and SEI Trust 3000 or current trust accounting system
Must have outstanding verbal and written communication skills as well as strong interpersonal skills
Must have conscientious work habits and close attention to detail
This position requires regular lifting and moving of 10-25 lbs

Trust Administrator Review Specialist Resume Examples & Samples

80%: Business Delivery & Operations
Bachelor’s degree or relevant work experience with at least 5+ years’ experience in operations, trust administrator or portfolio management
Expert knowledge and understanding of opening and closing documentation requirements including trusts, investment management, individual retirement, and custody accounts
Expert knowledge of BMO Harris compliance requirements (i.e. AML, Info Security, Privacy), business practices and policies and procedures
Expert understanding of account funding and distribution process
In-depth knowledge in securities and mutual fund transfer requirements and industry best practice solutions such as ACATS
Working knowledge and understanding of financial services industry and private wealth management products
Expert organizational skills and ability to continuously shift focus
In-depth analytical and problem solving skills
In-depth knowledge of SEI Applications, Excel and other Microsoft products
Able to respond to complex trust inquiries related to the opening and closing process

Senior Trust Administrator Resume Examples & Samples

Expert knowledge of Delaware trust law and advisory applicability
Professional Certifications and/or Advanced Degrees preferred: JD
10 – 15 years job-related experience
Excellent business development skills and abilities

Trust Administrator Resume Examples & Samples

Promptly marshals the client’s assets and provides for proper asset management
Reviews cash inflows and outflows within client accounts and works with Portfolio Manager to ensure that there is sufficient cash for administrative expenses, fees, debts and taxes
Works with clients, other Bank departments, attorneys and accountants to plan for accurate and timely tax compliance
Communicates regularly via telephone, mail, email, and fax with appropriate parties associated with client accounts; responds promptly to client inquiries and concerns, and anticipates the objectives and needs of clients with a view to enhancing the relationships with the Bank
Prepares and mails documentation for client signature related to cash distributions
Coordinates cash movement with Trust Operations Team to timely process all approved distributions and deposits
Monitors daily reports of all transaction activity within client accounts for quality and accuracy
Prepares Discretionary Requests for review by the Trust Discretionary Committee
Monitors and coordinates production of Inventories and Accountings with assigned staff as needed
In accordance with established time frames, coordinates with Central Services and Trust Operations to open accounts, close accounts and arrange for proper fee set up
Maintains schedule of due dates and court-approved budgets and advises Account Advisor(s) of status
Assists Personal Trust and Guardianship Advisor(s) and Managing Director(s) with client contact as needed
Maintains regular and detailed communication with members of the administrative staff and Trust Tax, Trust Operations, Trust Central Services, Investment Management, Special Assets and Compliance teams to allow other teams to manage risk throughout the period of account management
Maintains orderly client account files. Business Development
Communicates regularly with clients, the families and representatives of clients and centers of influence to assist in retention of recapturable assets distributed to estate and trust beneficiaries
Assists in the recognition and pursuit of new trust and banking business opportunities
Prepares materials for client meetings and Wealth Management collateral for prospects
Tracks and gift ordering for holidays and client birthdays. Account Reviews and Exceptions
Prepare s account reviews for officer completion and approval on a monthly basis
Works with Advisor(s) to develop a plan to clear account review exceptions and prepares necessary documentation for same
Prepares Investment Policy Statements and delivers to proper parties for signature. Tracks status of mailings. Delivers executed documents to Trust Operations
Responds to audit, compliance and examination requests. Administration and Teamwork
Works proactively with members of the administrative staff and Trust Tax, Trust Operations, Trust Central Services, Investment Management, Special Assets and Compliance teams to ensure proper completion of work flow
Responds positively to demands and changes in departmental environment
Complies with all applicable federal and state regulations

Personal Trust Administrator Resume Examples & Samples

Bachelor degree or equivalent work experience is required; CTFA or equivalent designation preferred
Minimum 5-7 years’ experience in personal trust administration
Proficiency in MS Office and SEI Trust 3000 or similar trust accounting system
Outstanding verbal and written skills; strong interpersonal skills that allow for interaction and cooperation with all levels both internally and externally
Incumbent must possess the capability to understand, remember, and apply oral and/or written instructions or other information, organize thoughts and ideas into understandable terminology, prioritization of own work schedule, apply common sense in performing job duties and making decisions which have impact on immediate work unit

Fiduciary Trust Administrator Resume Examples & Samples

Accomplishes day-to-day account administration activities, including, but not limited to, reviews of daily reports, account set-ups, deposits and withdrawals of cash and assets, and requesting investment trades
Prepares various memos, reports, budgets, and internal and external correspondence, as appropriate
Partners with and assists officer in recognizing errors and issues, research and resolution of issues, and follow through to ensure client’s satisfaction and to prevent recurrence
Annually reviews all assigned accounts for compliance with document requirements and with company and department policies and procedures
I: Minimum of 6-7 years related work experience

Trust Administrator Resume Examples & Samples

Supports assigned Trust Relationship Manager in the administration of trust accounts
Interacts in an ongoing relationship with associated financial partners and trust clients
Assists with account administration functions to ensure client satisfaction
Performs daily account activitiy
Posts receipts
Enters pending trade orders
Raises cash for distributions
Enters check/wire requests
Submits ACH transfer instructions
Handles account inquiries
Opens/closes accounts
Researches account discrepancies
Calculates fee sharing data, including manual calculations when necessary
Administers all systems related to management of trust accounts
Maintains all account documentation for current and historical monitoring of accounts
Special projects and other related duties assigned as needed
Effective communication skills
Trust system experience

Trust Administrator Resume Examples & Samples

Assists with annual account reviews and prepares monthly Trust Administrative Committee packages
Keeps current with all laws and regulations applicable to primary Trust function (i.e. IRS, DOL)
Serves as a liaison between Trust Administration and other bank departments
Attends Trust school and continuing education/training classes
Requires at least a high school education with a bachelor's degree in Business, Finance, or Accounting strongly preferred
Requires at least 4 years of administrative support experience, preferrably in a financial services environment
Prefer 2 years in one or more of the following: Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis
Basic knowledge of Trust administration and operations
Basic understanding of the banking industry
Basic understanding of the specific trust discipline (Retirement Plans, Institutional, Corporate trusts, etc.)

Trust Administrator Downtown Detroit Resume Examples & Samples

Manages more routine accounts under the direct supervision of a Senior Trust Administrator in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen
Reviews, analyzes and confirms documents for direction; evaluates accounts for completeness and accuracy, monitors and submits for approval account transactions, responds to incoming correspondence and any other client requests to ensure compliance
Works with supervisor in developing solutions to most issues brought forth by principals, income beneficiaries and remaindermen such as requests for special distributions, fee issues or disputes
Oversees the opening and closing of accounts, ensures the receipt of proper and legally required documentation, ensures the full and complete transfer of assets, their cost basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and oversees tax reporting activities, coordinating with more Senior Trust Administrators
Assists in the development of new business through referrals from external and internal centers of influence and/or through expansion of business within current book of clients

Trust Administrator Resume Examples & Samples

Annual Projects including preparing QI Documents for signature of STO/TO/ATO; preparing Annual Review Packages for files; updating CLIPs; ensuring AML documentation in file and on TOPS; and ensuring 104 tax elections are up-to-date
Other activities, including preliminary research for inquiries received; investigations; and participating in intra and inter-departmental meetings as requested; participation on committees encouraged
Become familiar with all aspects of administering estate and trust accounts with a view to gaining the necessary knowledge and experience to become a Trust Officer

Trust Administrator Resume Examples & Samples

Independently administer and manage the agreements end-to end, coordinating with all areas involved in the transaction including External and Internal Parties
Responsible of the administration and implementation of the transactions for Regional Issuer Services, identifying the obligations of the agreements and ensure compliance from the beginning to the end thereof
Provide assistance and advice for internal and external corporate clients related to business in each country, in order to ensure the proper implementation and administration of the transactions
Responsible to attend client inquires until resolution thereof, through direct assistance or addressing with the corresponding area
Coordinate and liaise with the various teams in the respective countries of the region to ensure successful implementation of the transactions to make the process as smooth as possible
Monitor the receipt of the defined documentation as established in the agreement and ensure that it is guarded under existing procedures in each country
Request the liquidation and / or closing of agreements for A&T, and the final report, as defined in the Agreement and / or according to local regulation, ensuring that the accounting process of liquidation
Review the instructions received from the clients, in order to verify that they can be executed under the contract
Develop a list of tasks (checklist/rules) in accordance with the obligations of each contract and maintain it updated in case of changes
Ensure compliance with transaction governing agreements
BA/BS is required; MBA a Plus
Work on holidays and at different time-zones to service the respective Latin American countries
Minimum 2 Years experience in the financial service industry
Proficiency in English, Spanish and Portuguese; full comprehension for reading, writing and speaking. Microsoft Office Suite knowledge and Citi internal systems: LATIS, CitiDocs, etc
Proven interpersonal skills
Ability to work well under pressure, with tight deadlines and heavy workload
Ability to solve problems quickly and effectively, within the framework of existing standards and the internal and external context
Ability to work properly and effectively as a member of the Trust Admin Team, aimed at achieving the group's objectives
Able to handle the Negotiation process to obtain a mutually satisfactory consensus, adjusting to the predefined objectives within the framework of the Bank’s norms and client’s needs

Trust Administrator Resume Examples & Samples

JD or MBA; Bachelor’s degree in business, finance, economics or other related field
5 years of Trust Administration experience
CFP or CTFA or CPA certifications preferred
Completion of the Cannon Financial Institute Trust School preferred
Strong verbal and written communication skills are essential
Effective listening skills are a must
Must be professional in dress and demeanor

Trust Administrator Resume Examples & Samples

Under minimal supervision, manages relationships and service delivery of moderately complex client relationships, consulting with the Relationship Manager on more complex issues
Monitors daily transactions required in the administration of client relationships
Performs account maintenance on the Trust accounting system including account openings and closing procedures
Serves as the administrative contact for clients, third party, vendors and providers in the servicing of client accounts and relationships
Develops/supports new business activities for various Trust relationships and initiates or facilitates the sale of products or services
Serves as liaison between Trust Department and other bank departments in servicing accounts and business development activities
Prepares monthly Trust Administrative Committee packages and assists in annual account reviews
Keeps current with all laws and regulations applicable to primary Trust function
Organizes and maintains related files and prepares correspondence and reports as needed
May periodically serve as backup to Trust receptionist, if needed
Requires a bachelor’s degree in Business, Finance, Accounting, or related field
Requires at least 3+ years of related experience in one or more of the following: Trust Administration, Trust Compliance, Stock Transfer, Brokerage Operations, or Housing Asset Administration
Experience level knowledge of Trust Administration and Operations
Experienced level of knowledge of Trust laws and administrative procedures
Experienced level knowledge of Microsoft Word and Excel

Trust Administrator Resume Examples & Samples

Work with the Trust Advisor to interpret the governing instrument and applicable law in order to establish account records, including payment and fee schedules. Write to beneficiaries and co-fiduciaries to outline administrative procedures
Respond to client issues, anticipate client needs, and prepare for and participate in client meetings with Trust Advisors
Oversee work performed by various Wealth Management operational groups to ensure the smooth operation of the trust and estate accounts, and investment management accounts
Handle departmental projects relating to accounts and special assets
Coordinate flow of work relative to terminating accounts and coordinate final distributions and closure of account
Work with back office on all aspects of operations

CT Trust Administrator Resume Examples & Samples

Professional and timely handling of customer inquiries in relation to the merger
Liaison with support areas: Operations, TMG, Legal, Front Office, and others
Correspondence with clients and deal counterparties, auditors, arrangers, rating agencies and investors
Review of internal procedures to ensure that all processes are in accordance with the new Branch policies and preferred practices
Testing of systems pre and post-merger
3 or more years in the financial services industry or Corporate Trust experience preferred

Senior Trust Administrator Resume Examples & Samples

Seek out training, resources and professional groups that enhance the knowledge of tools and techniques required of the position; and
Other duties and responsibilities as may be assigned from time to time by Wealth Management & Trust Services Manager
Provide support to Wealth Management & Trust Services Manager with ongoing hiring, training, coaching and disciplining for trust administrative staff
Coordinate with Wealth Management & Trust Services Manager to facilitate and modify job responsibilities for the trust administrative staff as necessary
Develop, implement and train on new/revised procedures to ensure the timely and accurate processing of paperwork
Ensure all staff licenses and certifications are kept current; and
Assist staff in researching and resolving difficult administrative issues and sensitive customer relation problems
7+ years’ experience in trust administration or related field required
Familiarity with trust accounting systems and methods required
Previous supervisory experience required
Thorough knowledge of trust accounting
Thorough knowledge of laws governing trusts and estates
Thorough knowledge of trust tax laws
Strong ability to use, and familiarity with, all components of Microsoft Office
Demonstrated success in developing and executing systematic processes to complete projects
Current working knowledge of investment products
Current working knowledge of insurance products
Outstanding written and oral communication skills required, with the ability to communicate complex concepts in simple terms
Ability to compassionately handle client and advisor issues
High level of problem-solving, mathematical, statistical and analytical skills
Must be detail-oriented and possess strong organizational skills and work effectively under pressure
Must be able to handle frequent interruptions throughout the day, addressing co-worker, advisor, employee and client needs, and still be able to accomplish necessary responsibilities
Ability to use standard technology commonly found in an office environment
Ability to travel, as needed, to attend workshops/conferences or meet with clients/advisors
Ability to work independently and prioritize responsibilities
Work well as part of a team; understand/respect the needs of others
Ability to follow procedures and convey them to others
Ability to maintain client confidentiality
Ability to multi-task and move quickly from one task to another
Superior customer service skills and the ability to work in a professional environment
Desire to take ownership of assigned responsibilities and deliver a high quality product

Trust Administrator Resume Examples & Samples

Overseeing and completing various administrative tasks
Preparing regulatory administrative reviews for over 3,500 asset management accounts
Taking meeting minutes and setting the agenda for administrative regulatory committees
Maintaining and updating Open Action Items report, including follow-up with trust advisors
Preparing discretionary distribution request memos
Reviewing governing documents for new accounts to ensure they are properly opened and coded
Monitoring document exceptions for new accounts and coordinate reporting with internal teams; and
Providing support to the compliance and administrative services team and Head of Risk and Administration for internal audits and regulatory exams
Solid interpersonal skills and excellent written and verbal communication skills
Proactive, analytical thinker
Ability to identify potential risk issues related to account administration
Ability to receive high-level instructions and deliver a detailed product
Ability to function both independently and in a collaborative environment, and quickly learn software applications
Strong organizational skills, with the ability to multi-task
Advanced knowledge of trusts and estates administration, including experience reviewing trust documents
Good working knowledge of banking and financial institutions, as well as investments
Bachelor degree in business or related field; CPA, CFP or CTFA preferred
3-5 years of relevant experience required; 5-7 years of relevant experience preferred
Proficiency with Adobe Acrobat Pro and Microsoft Office suite, preferably with advanced skills in Excel

Senior Personal Trust Administrator Resume Examples & Samples

Minimum 8 years’ experience in personal trust administration
Must be able to work both independently and in a team environment
Strong organizational skills and ability to multi-task and to meet deadlines
Conscientious work habits and close attention to detail
This position requires adaptability, assessing, analyzing, decision making, calculating, dependability, memorizing, good judgment, stress control, prioritization, social skills and speaking
Incumbent must possess the capability to understand, remember, and apply oral and/or written instructions or other information, organize thoughts and ideas into understandable terminology, prioritization of own work schedule, apply common sense in performing job duties and making decisions which have impact on immediate work unit. Incumbent must be able to understand and follow basic instructions and guidelines, complete routine paperwork, use existing form letter and/or conduct routine oral communication, communicate with individuals using a telephone, hear and speak effectively on the telephone, express or exchange ideas by means of spoken word, communicate orally with others accurately and quickly, at an audible level that others can hear

Trust Administrator Resume Examples & Samples

Supports assigned Sales Executives and Sales Manager in the development, review and finalization of new trust accounts
Communicates with associated financial advisors
Performs daily new business activitiy
Follow up on outstanding fact and document gathering
Administer the firm’s client relationship management software program (Salesforce)
Prepare and publish pipeline and new business reports
Perform OFAC and AML/KYC research on new accounts
Trust system and/or Salesforce experience preferred

Trust Administrator Specialist Resume Examples & Samples

Provide a variety of administrative services to trust account relationships
Assist a team of administrators in assembling and analyzing information, monitoring, and processing cash-flow, coordinating and executing all transactional activity including investment trades
Assist clients with questions and in resolving clients problems
Serve as administrative liaison with clients and others within and outside the company regarding administrative issues related to trust operations
Prepare calculations (rates, debt service, accrued interest, etc.), internal reports, and audit confirmations
Be responsible for opening and closing accounts, monitoring account compliance, and scanning all account related documents
Requires a High School diploma or equivalent and 1+ years of financial services, trust operations, or other directly related experience
Working knowledge of departmental functions, trust accounts, and financial services
Must be able to work well under pressure, meet deadlines, and be very detail oriented
Ability to work with a variety of clients and internal departments
Requires excellent organizational and communication skills, both verbal and written
Has complete knowledge of word processing and spreadsheet software
Good typing and 10-key skills preferred

Trust Administrator Specialist Resume Examples & Samples

Requires a High School diploma or equivalent and preferred 2+ years of financial services, trust operations or other directly related experience
Working knowledge of departmental functions, trust accounts and financial services
Must be able to work well under pressure, meet deadlines and be very detail oriented
Good typing and 10-key skills helpful

Trainee Trust Administrator Resume Examples & Samples

To meet personal objectives in terms of productivity and quality of service when undertaking Trust administration tasks
Demonstrate an awareness of the reason why the client has an offshore structure and apply that knowledge to day to day administration tasks
Identify efficiencies in processes and minimise risk by ensuring records are accurate and updated in a timely manner
To answer both written and telephone queries from clients and colleagues
Maintenance of personal time recording
To adhere to agreed service levels and wherever possible, exceed client’s expectations
Person Specification
Commence studying towards a professional qualification recognised by JFSC as Table 5 or above

Regional Trust Administrator Mgr Resume Examples & Samples

Provide day-to-day oversight on assigned trust book of business
Conduct account and document reviews and address account opportunities and needs
Participate as part of the decision-making group for the Trust Administration Committee
Chair the Fiduciary Sub-Committee
Act as part of the relationship management team for assigned accounts to identify, understand and develop solutions to meet both current and future needs of the client
Act as primary fiduciary and administrator for a portfolio of personal trust accounts working with appropriate support teams to ensure the execution of day-to-day account administration is happening appropriately
Manage and lead a team of trust administration associates with management responsibilities to include hiring, performance coaching/management, providing work direction, goal setting and budget oversight
Develop new revenue through various means including participating on sales calls and analyzing existing book for additional revenue opportunities
Bachelor’s / Master’s degree in business or a related field
7+ years of related experience including prior leadership/management responsibility
Certifications/Advanced Degrees: Must possess an advanced level of related industry certification such as CFP, CTFA, CPA or JD
Must possess outstanding written and verbal communication skills
Must be strong in time management
Must have strong administrative and organizational skills

Trust Administrator Specialist Resume Examples & Samples

Provide a variety of administrative and staff support services to the Trust team. Use your MS Office skills to perform a variety of clerical duties
Assist in budget preparation and control activities
Assist in preparation and control of records, statistics, and reports
Administer programs, projects, and/or processes in support of Trust operations
Remain flexible and perform other duties as requested

Wealth Division Trust Administrator Resume Examples & Samples

Work with less supervision in conjunction with Trust teams and fiduciary leadership to ensure uniformity, efficiency and quality in the administration of all fiduciary activities assigned. Comply with all relevant administrative procedures, department policies and audit requirements
Add value to the client relationship by providing timely and accurate execution of assigned activities, problem resolution and anticipating possible problems
Keep the client teams and leadership informed of administrative progress, complex issues, problems and complaints. Make suggestions to leadership for improvements and enhancements that will better assure quality service
Provide technical support and participate in the supervision, training and development of support personnel through delegation of duties and assignments
Maintain good working relationships with clients, Integrated Relationship Management (IRM) partners, attorneys, Certified Public Accountants (CPAs) and other related professionals to assure quality service and to enhance business development opportunities
Keep up-to-date on legal issues, regulations, investment and tax issues, trends and developments in the trust banking industry
Participate in sales support activities as warranted
Provide peer leadership by providing advice regarding technical activities and training of new team members as requested
Bachelor’s degree in trust management, investment management, business administration, banking or accounting or equivalent education and related training
Three years of experience in administering trusts, estates and investment accounts
Strong analytical, problem solving, interpersonal and relationship management skills
Excellent communication abilities, including written, verbal and presentation skills
Cannon Trust Fundamentals, American Bankers Association Trust Foundations or comparable coursework

Trust Administrator Resume Examples & Samples

Be familiar and carry out all fiduciary duties in line with the requirements of the relevant trust/company law, maintaining accurate records on the business software or paper based as required by JTC policy and procedures
Be aware of regulatory and business developments
Contribute to business and administration team objectives through active involvement in projects, supporting continuous improvement philosophy through ideas and positive attitude to change
To attend regular meetings with Corporate Trust Manager as necessary to discuss administration matters relating to own portfolio
Undertake fee reviews under supervision of the Trust Manager
Ensure timely settlement of fees
Ensure discharge of fiduciary obligations in conjunction with compliance
Report to Trust Manager on a regular basis in agreed formats on all appropriate administration issues

CT Senior Trust Administrator Resume Examples & Samples

Cash reconciliation of client operating accounts
Regular communication with external parties, including but not limited to, the portfolio manager, loan agents,
Trading counterparties, auditors, rating agencies
Sound technical knowledge of structured finance products including CDO/CLO (Collateralised Debt/Loan
Obligations), Credit Funds and Conduits

CT Trust Administrator Resume Examples & Samples

Administration of loan and bond portfolios
Professional and timely handling of internal and external inquiries
Liaison with internal support areas such as Loan Operations, Custody Operations, Cash Operations, Asset
Administration and others
Sound technical knowledge of structured finance products including CDO/CLO (Collateralized Debt/Loan

Institutional Trust Administrator Resume Examples & Samples

Work closely with assigned Relationship Manager, Account Analyst, Team Leader and other internal colleagues to ensure accounts are properly administered in accordance with all policies and procedures
Resolve all documented account exceptions within the policy deadlines
Communicate client issues / specialized reporting requirements to Team Leader and assigned Account Analysts to ensure client needs are met
Participate directly in achieving departmental retention goals. Zero percent loss of clients due to service related issues
Ensure that fees for all assigned client relationships are billed accurately and collected in a timely manner to assist in meeting departmental revenue objectives. Review and clear all fee exceptions on a monthly basis
Meet with service team to update relationship profile and annual relationship review
Complete Account and Document Review on all client relationships and document in Administrative Review Database by the scheduled date. Ensure all accounts are being administered in accordance with account documentation
Monitor Administrative Service Team in order to provide training opportunities. Encourage team oriented behavior
Monitor the applicable database to ensure directives are entered and updated appropriately
Understand and adhere to all department policies/procedures and regulatory issues and requirements to minimize Bank and client risks
Participate / lead special projects or team assignments to improve efficiencies, achieve greater quality standards and enhance service levels within the department and throughout the Bank
Conversant on all products offered by Institutional Trust, including cash management, securities lending and Benefits On-Line
Effectively manage client base to provide excellent references. Refer all sales opportunities to the appropriate parties
Professionally consult with product management and Relationship Managers in preparing RFP responses, sales presentations and new product development
Bachelor's Degree in Accounting, Finance or relevant field
6 years of experience analyzing securities and custodial statements
6 years highly developed client service experience
6 years of experience managing multiple projects
6 years of experience in Microsoft Office Suite

Institutional Trust Administrator Affiliate Services Resume Examples & Samples

Relationship management including the on-going servicing and retention of Affiliated Client relationships
Analyzes and interprets legal instruments/documents to determine the duties and responsibilities of the Trust Company
Consults with internal partners (including Portfolio Managers, Wealth Management Advisors, Trust Operations, etc.) about client issues and potential opportunities
May represent the company through participation in professional and industry-wide associations
Five or more years of financial services experience involving administration of foundations, endowments, or qualified and non-qualified employee benefit plans
Master’s degree, JD and/or industry certifications (CTFA, CEBS, CRSP, CISP, CFP, etc.) are preferred

Trust Administrator Specialist Resume Examples & Samples

Provides a variety of administrative services to trust account relationships
Assists a team of administrators in assembling and analyzing information, monitoring and processing cash-flow, coordinating and executing all transactional activity including investment trades
Will assists clients with questions and in resolving clients problems
Serves as administrative liaison with clients and others within and outside the company regarding administrative issues related to the trust operations
Prepares calculations (rates, debt service, accrued interest, etc.), internal reports and audit confirmations
Responsible for opening and closing accounts, monitoring account compliance, and scanning all account related documents
Requires a High School diploma or equivalent and 1+ years of financial services, trust operations or other directly related experience. College degree preferred

Trust Administrator Resume Examples & Samples

Administers assigned accounts according to the terms of the controlling document, applicable laws, regulations, and policies
Works with the Portfolio Management Group to ensure that all accounts are invested with appropriate asset allocation, if applicable
Maintains appropriate contact with clients and their advisors
Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients
Ensures that the appropriate accountings are provided to parties associated with the Trust Administrator’s clients
Responsible for all management duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff
Participates in community and civic activities
Assists in budget preparation

Trust Administrator Resume Examples & Samples

Working knowledge of accounting and investment practices
Working knowledge of the charitable community
Proficiency in Excel and all Microsoft Office programs
Strong organizational skills are mandatory
Have a positive attitude and team focus

Senior Trust Administrator Resume Examples & Samples

Bachelors degree and 5+ years of relevant work experience OR Advanced degree and 2+ years of relevant work experience
Willingness to learn new systems and procedures and the flexibility to change when necessary
Willingness to take on new responsibilities
Experience with Sunguard or other trust accounting systems
Ability to identify, communicate and recommend tax planning opportunities
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
Excellent organization skills with a strong attention to detail
Experience with Microsoft Office products, particularly Excel and Word

Trust Administrator Resume Examples & Samples

Acts as liaison between clients, officers and other ISG support units in researching/responding to requests for information (e.g. discretionary distributions, tax planning, trust funding and trust termination)
Actively ensures compliance with all PCS Policies and Procedures, the Bank of Hawaii Code of Business Conduct & Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements
Keeps informed of current bank policies and procedures, federal laws and regulations, etc., by attending and participating in monthly Wealth Administrator meetings and through the use of TPROC, TPOL, RegU and Blueflash
II: Minimum of 8 years related work experience
III: Minimum of 10 years related work experience
Proficient with Outlook, Word and Excel applications
Knowledge of or willingness to learn banking-related software such as PC Mobius, Metavante and Addvantage
Well developed analytical and problem solving skills

Trust Administrator Resume Examples & Samples

0 - 1 Years Experience in Function
1 - 3 Years Experience in Industry
1 - 3 years of general office duty experience required, with prior experience in trust administration preferred
Functional proficiency in Microsoft Office products (Outlook, Word, Excel, Power Point) Skills using Access a plus
Ability to quickly learn and utilize unfamiliar software and operating systems
Must be able to work effectively in a team, with strong customer service skills
Advanced listening, written and oral communication skills
Customer Dedication
Community Immersion
Creative Initiative
High Standards
Job Knowledge
Organizing and Planning
Positive Impact
Mission Focus

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