Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Trust Administrator

  • Job Tag: #LI - CH1
  • Posted: September 29,2022

Title: Trust Administrator
Location: Minneapolis, MN (Hybrid)

SkyWater Search Partners has been engaged to find a Trust Administrator for a financial services organization that has a significant footprint in the Upper Midwest and Rocky Mountains. The organization prides on itself on its depth of experience and personalized service to clients. This role will require exceptional attention to detail, excellent interpersonal skills and the ability to exceed expectations with team members and clients.

Responsibilities:

  • Prepare and assist trust officers with annual reviews and investment account duties
  • Review and manage trust administration tasks with exceptional attention to detail
  • Collaborate on projects including quarterly audits, fiduciary tax processing, and account maintenance
  • Facilitate all onboarding and account closing obligations to ensure client’s needs are fully satisfied
  • Complete, follow up, and track outstanding trust administration and investment management deliverables
  • Anticipate imminent issues and partner with the trust officer to solve complex matters
  • Prepare and send written correspondence, exceeding client’s expectation

Requirements:

  • 2-4 years working in trust administration or comparable combination of education and experience
  • Bachelor’s degree in business, accounting, or finance
  • Understanding of investments, trust, and estates
  • Ability to identify and resolve complex issues with minimal guidance
  • Strong analytical skills to review, interpret and communicate compliance and other governance requirements
  • Exceptional verbal and written communication skills; ability to work well as part of a team
  • Capacity to maintain confidentiality and handle client account information
  • CTFA a plus but not required

Submit Your Resume

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!

visit us

601 Carlson Parkway | Suite 150 Minneapolis, Minnesota 55305

call us

952-767-9000

stay connected