What are the responsibilities and job description for the Trust Administrator position at First Trust Company, LLC?
Opportunity:
*** Location in either Rapid City, SD or Bozeman, MT
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.
Summary:
Assist trust officers with trust administration, client requests, problem-solving, risk management, correspondence, record keeping, tax coordination and payment processing, and various corporate administrative tasks.
Essential Duties and Responsibilities Include:
- 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.
- Prepare and send written correspondence.
- 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.
- Be a resource to other staff.
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 preferred
- 2-4 years hands-on experience in trust administration or comparable combination of education and experience.
- Strong analytical skills and numbers aptitude combined with a high degree of attention to detail.
- Excellent verbal and written communication skills to liaise effectively with clients and other trusted advisors.
- Enjoy working with people and being in a client-facing role.
- Ability to identify and resolve complex issues with minimal guidance.
- Strong prioritization skills; ability to manage multiple tasks/projects concurrently and complete tasks fully.
- 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.
Benefits:
- 401(k)
- Health insurance
- Dental insurance
- Vision insurance
- Short- and long-term disability insurance
- Life insurance
- Paid time off
- Holiday paid time off
Benefits found in job post
401(k), Medical insurance, Dental insurance, Vision insurance, Disability insurance
Requirements added by the job poster
• Bachelor's Degree