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Trust Administrator
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$62,800 - $83,700 a year
- The Trust Administrator is responsible for servicing and maintaining existing relationships with investment management clients, trust clients, beneficiaries, and other interested parties in partnership with the accounts' designated Trust Officer.
- In addition, the Trust Administrator may serve as the lead relationship manager on his/her own book of business.
- Collaborates with the Trust Officer to maintain up-to-date information on beneficiaries, and their changing needs and circumstances in order to carry out the Bank's fiduciary duties and to provide superior client service.
- Exercises judgement in processing client requests and make recommendations for fiduciary approvals above specified limits.
- Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards.
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