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.
Job Tags
Work experience placement, Work at office,