What are the responsibilities and job description for the Senior Trust Administrator-Single Family Office position at ECG Resources, Inc.?
Senior Trust Administrator
📍 Chicago, IL (Hybrid: 3 days in office / 2 days remote)
About the Firm
A full-service private family office providing alternative investment management, trust services, and integrated wealth management to four generations of one of our founding families. The office supports a broad range of family households across complex investment partnerships, trusts, and foundations.
The culture is highly collaborative, with team members actively sharing knowledge and engaging across practice areas. We offer a dynamic, sophisticated environment with cutting-edge technology, intricate family structures, and new initiatives that make this role both challenging and rewarding.
The Role
The Senior Trust Administrator will support the administration of family trusts and the operations of a regulated Private Trust Company (PTC). This individual will ensure compliance with fiduciary standards, legal requirements, and internal policies, while serving as a key liaison between family members and internal teams. The position reports to the Vice President, Trust Services.
Key Responsibilities
- Lead designated trust and client relationships, overseeing day-to-day administrative needs.
- Draft or review discretionary distribution requests and annual account reviews in line with PTC policies and procedures.
- Support the onboarding of new trusts to the PTC.
- Prepare meeting materials for PTC committees and family trustees, document outcomes, and execute decisions.
- Assist in developing and refining trust administration processes and workflows.
- Collaborate with accounting on distribution calculations, income/principal allocations, and cash management.
- Prepare annual long-term cashflow projections for family trusts.
- Partner with tax professionals to coordinate trust tax compliance and ensure timely, accurate filings.
- Contribute to the creation and presentation of educational content for beneficiaries and internal teams.
- Participate in special projects as needed.