Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Description
Title: Trust Officer
Job Summary:
The Bank Trust Officer will provide clients with expert advice on trust and estate matters, creating and overseeing trusts under the terms of the governing trust documents. This position will be responsible for the efficient administration of 30-40 current fiduciary accounts where the bank is acting as trustee, personal representative, guardian or agent. The Officer will administer accounts in a manner that ensures compliance with legal requirements and bank policies and procedures. Shares responsibility for soliciting, developing, managing and retaining client relationships for Personal Trust. Public speaking and marketing skills are essential and there will be limited travel to our seven different bank branches in central and eastern Oklahoma.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Duties/Responsibilities:
Supervisory Responsibilities
Requirements
Required Skills/Abilities:
Education and Experience: