Senior Trust Administrator

  • Financial Services
  • Wisconsin

Angott Search Group has partnered with a thriving bank in their search for a Senior Trust Administrator. This person will be responsible for administering key trust and client account relationships, including executing all related processes and procedures within regulatory guidelines.

Responsibilities:

  • Effectively administer trust accounts and ongoing client relationships.
  • Reviewing discretionary distribution requests and providing sound decision making on whether to grant such requests.
  • Set up new accounts, receiving assets, and tracking cost basis information.
  • Promptly process deposits, expenses, and distribution requests.
  • Oversee account compliance with tax deadlines, issuance of 1099s, required IRA notices, and other compliance-related notifications.
  • Instill confidence in clients via strong communication and interpersonal skills.
  • Draft professional letters to clients, attorneys, and CPAs regarding matters affecting an investment account or trust.

Requirements:

  • Bachelor’s degree, or equivalent experience.
  • 5+ years’ work experience in trust administration, investments, or legal/estate planning area.
  • Completed or engaged in ongoing financial industry education, i.e., industry webinars, seminars, and/or related coursework preferred.

To apply for this job email your details to scindrich@asgteam.com