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.


  • College degree

  • Strong verbal and written skills

  • Ability to manage confidential information

Preferred Requirements:

  • Master's Degree

  • Trust Experience

Position Responsibilities:

  • 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.

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