Senior Trust Administrator recruitment

Monitor and Controls
• Open and close accounts for clients, including preparation of checklists.
• Coordinate and administer trust accounts for various clients in a support role.
• Prepare annual administrative account review.
• Monitor account transactions, including daily review and correction of overdrafts, automatic deposits and weekly review of standing remittances. 
• Maintain complete records, including supporting documentation for discretionary distribution and payments.
• Maintain client contacts and work with Administrative Assistant to keep CRM up to date.
• Prepare discretionary distribution memoranda for review by Trust Officer

Client Interface
• Respond to internal and external requests for information.
• Serve as a primary point of contact for the book of business owned by Trust Officers.
• Participate in client meetings to help build and develop relationships with clients.
• Respond to inquiries pertaining to all trust administration related matters.
• Consult with senior staff, as needed

Portfolio Accounting Tax
• Identify legal and tax issues associated with different types of trusts.
• Prepare payment instructions and supervise input requests for client payments and transfers
• Provide tax department with trust agreements, outlines (and gift calculations where necessary).
• Review Fiduciary Income Tax returns and Accountings.

General
• Demonstrate a working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration.
• Support Trust Officers on book of business by working on book of accounts.
• Support the oversight of the Administrative Assistant on the payment process and assignment of projects as required
• Participate in departmental projects, as needed

QUALIFICATIONS

• Bachelors degree and 5+ years of relevant Trust work experience OR JD and 2+ years of relevant Trust work experience
• Ability to independently interpret legal documentation with limited supervision.
• Strong interpersonal skills.
• Willingness to learn new systems and procedures and the flexibility to change when necessary
• Willingness to take on new responsibilities
• Experience with Sunguard or other trust accounting systems
• Ability to identify, communicate and recommend tax planning opportunities
• Working knowledge of the interpretation and practical application of trust and estate document provisions, trust and estate law, taxes, investments, and the legal framework of trust administration.
• Excellent organization skills with a strong attention to detail.
• Experience with Microsoft Office products, particularly Excel and Word