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D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts.
Experience and Skills:
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies
Full Time
$60k-76k (estimate)
01/12/2024
05/12/2024
dadavidson.com
BOGOTA, NJ
25 - 50
1935
NICOLE DAVIDSON
$5M - $10M
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe ...in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the wayleveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities. Business units include: Wealth Management Trust Services Investment Management Equity Capital Markets Investment Banking Fixed Income Capital Markets Municipal Investment Management
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The job skills required for Personal Trust Administrator include Accounting, Microsoft Office, Wealth Management, Presentation, Problem Solving, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Trust Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Trust Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Trust Administrator positions, which can be used as a reference in future career path planning. As a Personal Trust Administrator, it can be promoted into senior positions as a Trust Operations Team Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Trust Administrator. You can explore the career advancement for a Personal Trust Administrator below and select your interested title to get hiring information.