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Trust Administrator Jobs

134 jobs

We have an opportunity in Westchester County for a Bilingual Trust Administrator. The trust administrator will be part of the Investment and Trust Management team. The individual will provide support and assistance to Trust Officer(s) in the administration of trust and investment accounts, and will provide administrative support for assigned trust accounts In addition, the trust administrator wi...
Respond promptly to client request with the highest standard and confidentiality at all time. Assist the administration team as required in the day to day administration of trust account. Assist team to provide direct impact on the financial result of the company in revenue retention and growth. Answer incoming client call and assist with any inquiry. To carry out various other administrative resp...
Company Confidential
TRUST ADMINISTRATOR - FAMILY OFFICE POSITION SUMMARY: Supports the family office in providing customized client service and is responsible for administrative services, interfacing with clients, organizational support in compliance with company policies, procedures, and regulatory requirements. RESPONSIBILITIES: · Administrative Services o Support family office in the administration of day-to-d...
Company Confidential
While Individuals with Administration experience are most suited for the Trust Administrator / Trust Officer positions, if you have operations experience in the Trust or brokerage industry, please also consider reaching out to us. Summary Review and understand trust documents, administer personal trusts in accordance with trust documents, serve as primary client liaison. Market trust services A...
The Trust Administrator will work as an integral member of the Trust Administration team of Senior Trust Officers and Trust Officers that provide trustee services and/or agent for trustee services to Fidelity Institutional Registered Investment Advisor clients and National Financial Broker Dealer clients. The Trust Administrator is responsible for the day-to-day administrative functions for a trus...
CT Trust Administrator-GCA-Dallas ( Job Number: 1601209) For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards ...
Job Description: Junior Trust Administrator /Operations A s s is ts T ru st A d m in is tra to r in m an agin g tru s t a cco u n ts and review ing o f legal and fin a n cial d o cu m en ts, c u ltiv a te s c u sto m e r re la tio n sh ip s and tra n sfe rs and in vests balances for clients. Job Responsibilities: • Secondary contact for assigned Third Party Administrator (TPA) and Plan Sponsor re...
Job Description: Trust Administrator /operations Manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Job Responsibilities: • Primary contact for assigned Third Party Administrator (TPA) and Plan Sponsor relationships: Clients • Primary contact for Audit team upon office aud...
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...
Description: 1601209 Qualifications: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of ...
JOB SUMMARY: Independently administers daily activities of moderately complex Trust client relationships. Assists and supports Relationship Manager(s) with more complex relationships and in business development activities. ESSENTIAL DUTIES & RESPONSIBILITIES: Under minimal supervision, manages relationships and service delivery of moderately complex client relationships, consulting with the Rel...
Trust Administrator II The Trust Administrator II is responsible for the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying with all requisite policies and procedures. Position Competencies Successful incumbents possess integrity and trust, listening skills, problem solving skills, are focused on the customer and hav...
Respond promptly to client request with the highest standard and confidentiality at all time. Assist the administration team as required in the day to day administration of trust account. Assist team to provide direct impact on the financial result of the company in revenue retention and growth. Answer incoming client call and assist with any inquiry. To carry out various other administrative resp...
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...
Estate & Trust Administrator Trust & Estate Planning Job #S20160201 – Chicago, Illinois The Chicago office of Perkins Coie is seeking an experienced paraprofessional to support a team of partners & associates in our Trust & Estate Planning group. Responsibilities include: Preparing and filing client federal and Illinois estate tax returns. Preparing and filing court documents and related pr...
Description The Trust Administrator will work as an integral member of the Trust Administration team of Senior Trust Officers and Trust Officers that provide trustee services and/or agent for trustee services to Fidelity Institutional Registered Investment Advisor clients and National Financial Broker Dealer clients. The Trust Administrator is responsible for the day-to-day administrative functio...
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...
Description The Trust Administrator will work as an integral member of the Trust Administration team of Senior Trust Officers and Trust Officers that provide trustee services and/or agent for trustee services to Fidelity Institutional Registered Investment Advisor clients and National Financial Broker Dealer clients. The Trust Administrator is responsible for the day-to-day administrative functio...
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon...