Trust Administrator Assistant

• Minimum High School graduate, B.A. or B.S. from an accredited 4-year college or university preferred.
• Additional certification (Paralegal certificate) or education (Cannon or ABA Trust School) a plus.
• One to seven years’ experience with Trust Department, Law Firm, Bank or Trust Company working with estates, trusts or tax issues preferred.
• Must be detail-oriented, have excellent communication skills, and be able to multi-task and work independently.
• Experience with Microsoft Office Suite required. Experience with Salesforce or other CRM systems preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES (including but not limited to):

• Request, receive, evaluate, and organize required documentation in connection with trusts for which the Company is being considered to serve as Trustee
• Initial entry of information for trusts for which the Company serves as Trustee (hereinafter “Trusts”) into the Company’s accounting software, and file setup for Trusts
• Administer opening bank and brokerage accounts for Trusts
• Process directions for investment transactions to be carried out for Trusts
• Process requests or directions for distributions from Trusts
• Process payments of expenses of Trusts
• Draft and send Crummey notices and other beneficiary notices when the Company is required to send them for Trusts
• Request, receive, evaluate, and organize information and documentation in connection with the administration of Trusts
• Record transactions and other information in the Company’s accounting software for Trusts
• Perform annual reviews of Trusts
• Assist with the collection of amounts owed for the Company’s services as Trustee
• Perform Patriot Act compliance
• Perform other administrative functions such as network organizing, scanning and filing
• Other duties as assigned

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.