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Estate Settlement / Trust Administrator
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$72,500 - $134,500 a year
Full-time
- Works collaboratively within the ESS team as part of the client/relationship management solution.
- Manages probate, trust, and agency accounts.
- Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, tax matters, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
- Typically between 3 - 5 years of relevant experience and/or post-secondary degree in related field of study or an equivalent combination of education and experience.
- In-depth knowledge of Personal Trust Administration processes and procedures.
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