Hiring Trust Administrator

Job Title: Trust Administrator

Location: St. Paul, MN
Status: Full-time

Opportunity: The ideal candidate will excel at client service, be a team player and problem-solver, and manage workflow prioritization independently. This person will be comfortable working with a high degree of attention to detail in a fast-paced environment, be flexible and accommodating in work approach based on priorities and possess strong analytical and organizational skills.

Essential Duties and Responsibilities include the following:

  • Prepare and assist trust officers with annual administrative and investment account reviews.
  • Complete new account onboarding and account closing duties.
  • Review and process trust administration tasks as needed and assigned; handle transactions (including all money movement) with excellent attention to detail.
  • Complete, follow up and track outstanding trust administration and investment management deliverables.
  • Perform trust account maintenance on trust accounting system.
  • Ensure processing activities are thoroughly documented (scanned and filed).
  • Prepare and send written correspondence.
  • Assist with quarterly internal audit requests.
  • Respond to client requests in a timely manner as needed.
  • Assist and/or relay critical client issues to trust officer(s) promptly.
  • Manage special projects as needed with minimal oversight.
  • Assist with fiduciary tax processing.
  • Perform other duties as assigned.

Qualifications The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor’s degree in business, accounting, or finance; CPA desirable
  • 2-4 years working in trust administration or comparable combination of education and experience.
  • Excellent verbal and written communication skills.
  • Strong analytical skills and numbers aptitude combined with a high degree of attention to detail.
  • Ability to identify and resolve complex issues with minimal guidance.
  • Strong prioritization skills; ability to manage multiple tasks/projects concurrently.
  • Ability to review trust agreement documents and ensure compliance.
  • Familiarity with BSA/AML issues and reporting requirements.
  • Strong and effective interpersonal skills; ability to work well as part of a team.

CTFA preferred or working towards a CTFA.

How To Apply

Please email your resume and cover letter to hr@firsttrustcompany.com.