Trust Administrator

Join Our Client as a Trust Advisor – Elevate Wealth Management & Fiduciary Services

Are you a seasoned trust professional seeking a dynamic role within a collaborative, client-focused environment? Our client, a distinguished firm specializing in fiduciary and wealth management services, is looking for a Trust Advisor to support high-net-worth individuals, families, and institutional clients. This role offers the opportunity to provide expert guidance on complex estate and trust administration, working closely with Trustees, attorneys, and financial professionals. With a culture that values integrity, innovation, and personal growth, this position is perfect for a proactive leader eager to make a meaningful impact in a supportive community setting.

Compensation

Range: $150,000-220,000 (based on experience and qualifications)

Responsibilities

• Conduct comprehensive research and analysis of probate, fiduciary, and estate planning matters, recommending practical solutions tailored to client needs
• Evaluate and interpret trust documents, drafts, and existing agreements to ensure compliance and optimal administration
• Maintain ongoing communication with clients, external attorneys, tax preparers, and team members to facilitate smooth trust and estate operations
• Lead initiatives to improve internal processes, sharing insights and training with colleagues for continuous enhancement
• Oversee the administration of new and existing accounts, including onboarding, distributions, account terminations, and tax filings such as gift and GST returns
• Manage strategic projects assigned by senior leadership, ensuring timely and accurate execution
• Collaborate with client teams to uphold consistent procedures, resolve administrative challenges, and uphold fiduciary standards
• Develop expertise in technological tools and databases to streamline operations and improve efficiency
• Support and back up team members as needed, fostering a collaborative team environment

Requirements

• Minimum of 7 years of trusted experience in trust and estate administration
• Bachelor’s degree or higher from an accredited institution
• Certification as a Trust and Fiduciary Advisor (CTFA), or strong commitment to obtain this designation
• Advanced proficiency with MS Office Suite, including Excel and Word, and familiarity with estate planning and portfolio management systems (e.g., AddVantage, ProFx)
• Demonstrated success in a client-facing, high-net-worth environment, with excellent communication and analytical skills
• Capacity to handle sensitive and confidential information with sound judgment and professionalism
• Strong initiative and ability to work independently or collaboratively within a team
• Proven track record of managing multiple priorities efficiently under tight deadlines
• Positive attitude with a focus on accuracy, integrity, and client service

Our Commitment to Inclusion & Belonging

The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.