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Trust Administrative Officer
Job Description
A well-established financial services firm is seeking a dedicated Trust Administrative Officer to join their close-knit team in Providence, RI. This role is key to managing trust accounts smoothly and providing exceptional service to high-net-worth clients. The right person for this job has solid experience in trust administration, a strong grasp of finance, and a genuine passion for helping clients reach their financial goals. If you re someone who values a laid-back, supportive work environment, enjoys working independently while being part of a collaborative team, and takes pride in building strong client relationships, this role is your perfect fit!
Trust Administrative Officer Requirements:
- 7-10 years of proven experience as a Trust Administrative Officer, with strong knowledge of personal banking and investments
- Bachelor s degree in finance or a related field
- Highly proficient in Microsoft Office Suite (Word, Excel, Outlook)
- Strong organizational and time management skills, with excellent verbal and written communication abilities
- Ability to multitask, prioritize tasks effectively, and work independently in a small company setting
- Attention to detail and problem-solving skills, with a strong client-first mentality
- Prior experience with SEI's Trust3000 and/or SWP trust accounting systems is preferred
- Familiarity with risk management and compliance requirements in a personal trust company is a plus
Trust Administrative Officer Responsibilities:
- Support clients with trust-related issues, providing solutions or directing them to the appropriate team members
- Identify and address issues related to account management, ensuring accurate tracking and reporting
- Calculate and monitor account distributions, and maintain liquidity in trust accounts
- Open and close accounts as needed, and prepare initial and annual account reviews
- Maintain accurate tax cost information for private investments, and handle asset transfers for gifts, account additions, and distributions
- Initiate wire and ACH transfers, reconcile bank and internal accounts, and assist with regulatory and internal audits
- Communicate effectively with trustees, clients, and other involved parties
Benefits:
- Medical Insurance
- 401K Plan with match
- PTO + PSL
- Laid back, small office atmosphere
- Casual dress code
- No micromanage and a strong emphasis on work life balance!
Apply now!
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