The Trust Administrator, Officer role will manage the daily administration and relationship of a wide range of clients. Handle confidential information with discretion and diplomacy. Assist clients with their investment needs and perform other duties as assigned.

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  Responsible for assisting Trust Administrator and other bank personnel in the daily administration of Private Trust’s trustee and executor relationships
• Work closely with trust department lead on a day-to-day basis, to assist with handling administrative details while maintaining workflow
• Act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, CPA’s, etc.
• Coordinate requests from clients, client assistants and other outside advisors
• Assist in trust account set up, effectuating trust distributions and trust administration
• Ensure integrity of account information to produce timely and accurate client statements
• Ensures that security trades and trade settlements occur in a timely manner.
• Assist with monitoring and meeting compliance issues on each account
• Perform special projects relating to client billing issues, mail such as address changes, account changes, inquiry phone calls and other projects

MINIMUM POSITION REQUIREMENTS:

• Prior experience in private trust administration, preferably 2 years
• Prior experience with trust operations a plus
• Strong interpersonal and communication skills
• Sound judgment and ability to use discretion in making well-reasoned decisions
• Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel, PowerPoint, and Outlook), Internet applications
• Attention to detail and organizational skills must be a strength