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The Trust Administrator will work closely with internal departments to facilitate trust transactions. This includes the administration of trust accounts in compliance with governing documents and applicable laws; opening and closing accounts; preparing information for internal committees overseeing the trust operations; compliance; etc.
Job Responsibility:
Administration of trust accounts in compliance with governing documents and applicable laws
Opening and closing accounts
Preparing information for internal committees overseeing the trust operations
Compliance
Requirements:
Minimum of 5 years of experience in trust administration, trust accounting or a related financial field
Strong proficiency in Excel, including advanced functions and data analysis
In-depth knowledge of trust account management and applicable regulations
Excellent analytical and problem-solving skills
Ability to work independently while maintaining a high level of accuracy
Strong communication skills for client interactions and team collaboration
Experience in managing multiple accounts and meeting deadlines
Bachelor's degree in accounting, finance, or a related field preferred
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