Job Description

Position Overview

My client is seeking a motivated and detail-oriented professional to join their team as a Trust Administrator . This entry to mid-level position offers the opportunity to learn the foundations of trust administration while gaining hands-on experience in compliance and regulatory oversight.

The role is well-suited for someone early in their career who is eager to grow in the Trust and fiduciary services industry.

Key Responsibilities

Trust Administration

• Support Trust Officers with day-to-day administration of trusts and estates.
• Process transactions, distributions, and payments accurately and on time.
• Assist with preparing account statements, reports, and client communications.
• Maintain orderly files and records of trust activity.
• Coordinate with internal team members, investment advisors, attorneys, and external business partners as needed.

Compliance Support

• Assist with client onboarding, including gathering documentation for KYC/AML reviews.
• Help monitor accounts for adherence to internal policies and regulatory requirements.
• Maintain compliance files and logs for audits and reviews.
• Support periodic account reviews and reporting obligations.
• Stay up to date on company policies and assist with implementing regulatory updates.

Qualifications

• Bachelor’s degree in business, finance, accounting, legal studies, or related field preferred (or equivalent work experience).
• 1–3 years of experience in financial services, banking, trust administration, or compliance helpful, but not required.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication.
• Ability to work with sensitive and confidential information with discretion.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook).

Personal Attributes

• Eager to learn and grow in trust and compliance functions.
• Professional, client-focused attitude.
• Dependable, resourceful, and team-oriented.
• Strong problem-solving and follow-through skills.

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