Trust Administration Specialist

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* DUTIES & RESPONSIBILITIES:

** Adheres to all external Office of the Comptroller of the Currency (OCC) regulatory requirements and internal standards, guidelines, policies and procedures.  responsibility for certain account duties such as executing daily transactions, reviewing legal documents, monitoring discretionary distributions, assisting with account reviews, monitoring of required correspondence, notices and other items with critical dates such as tax deadlines.

This role is responsible for providing high-quality service to clients (and Financial Associates) and developing new relationships to promote the growth and profitability of Thrivent Trust. This role also includes coordination with external partners (Attorneys, CPAs), and internal support partners (Compliance, Investments, and Front Office) to ensure accurate, timely and efficient administration and to manage risk.
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* QUALIFICATIONS & SKILLS:

** Minimum of 3 years banking, trust administration and/or estate settlement experience in a bank, law firm or trust department environment or related financial experience.

Ability to be an effective team player across multiple affiliates/departments

Ability to understand and work productively within a team environment and be able to adapt to a fluid environment.  Strong written and oral communication skills
* Bachelor’s degree in business, or related field.
* Advanced training in trust operations, administration or related fields, Certified Trust and Fiduciary Advisor (CTFA) or Certified Securities Operations Professional (CSOP) designations desirable.
* Demonstrated knowledge or experience with trust accounting or trust accounting systems.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers.

We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit  to learn more.  You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
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