Job Title: Trust Administrator
Location: St. Paul, MN
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.