Trust Administrator Job at Robert Half (Dallas)

Trust Administrator

Location

United Kingdom , London

Salary:

28000.00 - 34000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experience in administrative support, especially in meeting administration and minute-taking
Excellent communication skills, both oral and written
The ability to organise, plan, and prioritise tasks with meticulous attention to detail
A commitment to confidentiality and discretion
A strong sense of teamwork and the ability to work independently
Familiarity with school governance and regulations is a plus!

Job Responsibility

Preparing agendas, documents, and reports for meetings
Taking accurate minutes and ensuring timely circulation
Maintaining Trust and Committee membership information
Assisting with the processes for new and retiring members
Supporting the Operations Manager and Chairs in administrative tasks

Fulltime

Trust Administrator

Our client, a successful law firm, is looking for a detail-oriented and resource...

Location

United States , Boston

Salary:

140000.00 - 160000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5 or more years of experience required
High level knowledge of trust administration, trust accounting, estate settlement, investments, estate and gift tax, fiduciary income tax, and generation-skipping transfer tax
Undergraduate degree (or equivalent) in business, finance or a related field
JD considered a plus
Certified Trust and Fiduciary Advisor (CTFA) designation preferred but not required
Proficient in fiduciary administration and tax software (e.g., SEI products, OneSource) a plus
Successful experience in a client-facing role
Meticulous and accurate
Adept at critical thinking and able to anticipate next steps

Job Responsibility

Carefully and consistently guard the privacy of client and firm information
Proactively assist clients. Identify issues that need to be addressed (related to gift taxes, estate planning needs, etc.)
Serve and anticipate needs of clients. Calculate and monitor distributions from accounts. Monitor money market balances to ensure that adequate cash is available for upcoming account activity
Effectively document and communicate client and account issues with partners and other staff
Coordinate interaction with firm's custodian bank
Coordinate asset transfers including stock gifts, additions to accounts and distributions from accounts
Coordinate account opening and closing with account team (Trustee, Accounting Coordinator, Tax Specialist, etc.)
Act as a resource to others for trust administration and estate settlement
Maintain client files including electronic files. Keep firm databases up to date
Assist with investment tasks including investment reviews, preparing investment recommendation sheets using Excel and using Advent/Moxy to create trades

What we offer

amazing benefits
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Senior Trust Administrator

We are looking for a Senior Trust Administrator to join a respected firm special...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Extensive experience in trust administration, estate settlement, and fiduciary services
Strong understanding of trust accounting, investments, and estate or gift tax concepts
Proven ability to excel in a client-facing role within wealth management or financial services
Exceptional attention to detail and ability to work independently as well as collaboratively
Familiarity with financial planning, portfolio administration, and charitable remainder trusts
Proficiency in managing trust accounts and handling fiduciary operations
Knowledge of relevant tax regulations and trust-related legal requirements
Excellent communication and interpersonal skills to build lasting client relationships

Job Responsibility

Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions
Manage account activities such as distributions, cash flow operations, and asset transfers
Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions
Support investment-related processes, including reporting and executing trades
Maintain meticulous documentation and safeguard the integrity of client records
Provide insights and recommendations on fiduciary matters to clients and stakeholders
Ensure adherence to trust accounting principles and estate planning strategies
Facilitate communication with clients to address inquiries and provide updates on account status
Monitor changes in laws and regulations affecting fiduciary services and implement necessary updates
Develop and maintain strong relationships with clients to foster long-term partnerships

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Senior Trust Administrator

This position reports to the Trust Manager / Assistant Manager. The Senior Trus...

Location

Salary:

Not provided

NSM Team

Expiration Date

Until further notice

Requirements

A minimum of 2 years relevant experience in the trust field
Commenced studying for a relevant qualification such as STEP or ICSA
A commitment to a career in trust and corporate administration
Accurate written and effective verbal communication skills
The ability to use MS Word, Excel and Outlook at an intermediate level
A demonstrated commitment to consistently providing quality client service
Good team skills and be flexible to change and the needs of the business
Be detail orientated and analytical
Be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
The ability to take responsibility for and to drive and execute tasks

Job Responsibility

Undertake all routine administration for clients or as instructed by the Manager
Accurately effect client banking instructions
Have an awareness of client take on procedures and the associated risk involved
Become familiar with team’s existing allocated client portfolio
Ensure quality day to day service for team’s client portfolio
Understand trust and corporate regulatory requirements
Communicate effectively and concisely with other team members
Maintain a courteous, positive and professional manner with both external and internal clients and colleagues at all times
Pro-actively work with internal individuals and groups to ensure timely delivery of client data
Ability to resolve queries/find solutions

New

Customer Liaison Officer (Complaints)

As a Customer Liaison Officer you'll be the first point of contact for customers...

Location

United Kingdom , London

Salary:

25500.00 GBP / Year

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Strong communication skills and a calm, empathetic approach
Confidence in handling complaints and resolving issues quickly
Ability to work collaboratively and build trust with customers and colleagues
Good IT skills, including CRM systems and Microsoft Office
A commitment to delivering excellent customer service every time

Job Responsibility

Receive, investigate and resolve complaints from phone, email, web and social media
Support customers in diagnosing repairs and arrange suitable appointments
Liaise with internal teams and contractors to secure early resolution and prevent repeat issues
Maintain accurate case records in Hyde's CRM, ensuring timely updates and data integrity
Provide clear, professional communication via phone, email and letter
Carry out administrative tasks to support the wider service

What we offer

Excellent pension
Generous holiday allowance
Life assurance
Flexible benefits platform
Career development & learning support
Volunteering days

Fulltime

New

Executive Chef

Accountable for overall success of the daily kitchen operations. Exhibits culina...

Location

United States , Miami

Salary:

Not provided

The Dinex Group - Daniel Boulud

Expiration Date

July 15, 2026

Requirements

High school diploma or GED plus minimum 5 years experience as Executive Chef at luxury hotels
OR 2-year degree from an accredited university in Culinary Arts, Hotel and Restaurant Management, or related major plus 4 years experience as Executive Chef
Food Production and Presentation
Cooking
Management of Financial Resources
Oral Comprehension
Reading Comprehension
Writing
Mathematics
Management of Material Resources

Job Responsibility

Accountable for overall success of the daily kitchen operations
Exhibits culinary talents by personally performing tasks while leading the staff and managing all food related functions
Works to continually improve guest and associate satisfaction while maximizing the financial performance in all areas of responsibility
Supervises all kitchen areas to ensure a consistent, high quality product is produced
Responsible for guiding and developing staff including direct reports
Must ensure sanitation and food standards are achieved
Overseeing all food preparation areas and all support areas
Demonstrating Leadership
Exceeding Customer Expectations
Developing and Building Teams

What we offer

Health Insurance
Dental and Vision
Paid Time Off
401K
Parking and Metro Reimbursement
Travel Perks and Benefits
Recognition and Rewards
Growth Opportunities
Potential Bonuses
Dining Discounts

Fulltime

New

Research Funding Development Coordinator

At Sheffield Children's we are dedicated to advancing research excellence and ne...

Location

United Kingdom , Sheffield

Salary:

39959.00 - 48117.00 GBP / Year

Sheffield Children's NHS Foundation Trust

Expiration Date

June 16, 2026

Requirements

First degree in biomedical / scientific discipline or equivalent experience
Significant previous experience of working in a research support environment and/or understanding of research funding systems, managing research projects and clinical trial methodology and logistics
Experience of peer review in grant/award management gained either from working in a grant management environment or being a grantee
Experience in the management and coordination of funding committee structures
Experience of planning and organising scientific meetings
Strong knowledge of the UK Research funding landscape
Research finance knowledge including SoECAT creation
Ability to communicate complex information and requirements to a wide range of audiences
Excellent knowledge of Microsoft Office (Word, Excel, PowerPoint) and using them to produce written formal reports with quality presentation skills
Ability to manage multiple projects / assignments adapting to changes to deadlines

Job Responsibility

Provide guidance, oversight, and hands-on support to ensure that all research proposals meet the highest standards
Collaborate with The Children's Hospital Charity to coordinate research funding calls, contributing to impactful research that advances healthcare
Oversee grant applications, awards, and projects to ensure seamless administration, from initiation to completion, following the established requirements and procedures of the Trust

What we offer

Generous annual leave and pension schemes
Health and wellbeing programmes
Exclusive discounts

New

Store Manager Trainee

ALDI is looking for passionate and driven individuals to join our Store Manager ...

Location

United States , Aurora

Salary:

105000.00 USD / Year ▼

Aldi

Expiration Date

Until further notice

Requirements

Ability to develop rapport, trust, and open communication that enhances the performance of direct reports
Ability to work independently and within a team to provide effective leadership of store personnel and achieve planned results
Ability to understand and apply management principles to achieve the store's goals and compliance expectations
Ability to perform leadership and administrative duties
Ability to provide prompt and courteous customer service
Ability to operate all store equipment such as cash registers, floor scrubber, cardboard baler, pallet jacks, handheld devices, computers, etc., and to perform all operational tasks effectively and efficiently to the standard
Ability to facilitate group involvement when conducting meetings
Develops and maintains positive relationships with internal and external parties
Ability to interpret and apply ALDI operating policies and procedures
Ability to effectively communicate both verbally and in writing

Job Responsibility

Communicates job responsibilities and performance expectations to direct reports to ensure desired results
leads and develops store personnel
Develops and implements action plans using company provided resources to improve operating results
Oversees the appropriate resolution of employee and customer concerns, aligning with the district manager, as needed
Interviews candidates for store positions and provides recommendations to the district manager
Manages personnel, including recommending personnel for advancement and termination as appropriate
Communicates, cooperates, and interacts effectively with all levels of ALDI personnel, customers, third-party vendors and business partners
Collaborates in the resolution of any issues that arise within the store to minimize potential liability for the division and the company
Leads, develops, and supervises the team to develop sales, engage our teams, satisfy our customers and achieve consistent high performance
Understands and oversees the execution of the overarching company strategy while communicating and modeling the core values of the organization

What we offer

401(k) Plan
Company 401(k) Matching Contributions
Employee Assistance Program (EAP)
PerkSpot National Discount Program
Medical, Prescription, Dental & Vision Insurance
Generous Vacation Time & 7 Paid Holidays
Up to 6 Weeks Paid Parental Leave at 100% of pay
Up to 2 Weeks Paid Caregiver Leave at 100% of pay
Short and Long-Term Disability Insurance
Life, Dependent Life and AD&D Insurance

Fulltime

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Trust Administrator

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Trust Administrator

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