Wealth Management Trust Advisor
The Trust Administrator is responsible for the administration of trust accounts in accordance with the terms of the governing instrument, applicable laws, regulations, and bank policies.
Strong verbal and written skills
Ability to manage confidential information
Responsible for the administration of trust accounts.
Serve as primary relationship manager with clients.
Coordinate administration functions with investment officers and operations staff.
Work with CPAs pertaining to tax issues.
Confirm accuracy of account documentation.
Ensure that assets are property recorded, appraised, stored, and insured.