Trust Administration Specialist

Job Summary

A company is looking for a Trust Administration Specialist responsible for managing account administration processes and client interactions.

Key Responsibilities

• Manage account opening, closing, and daily transactions while adhering to regulatory requirements
• Interact directly with clients, beneficiaries, and internal/external contacts regarding account-specific needs
• Participate in team projects and serve as a Subject Matter Expert on department initiatives

Required Qualifications

• Associate's degree in business or related field
• Minimum of 3 years of experience in banking, trust administration, or estate settlement
• Ability to work effectively in a team environment and adapt to changes
• Demonstrated self-starter capable of working independently with minimal supervision
• Proficient in Microsoft Office