Trust Administrator jobs in Wyoming

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)

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Administrator
  • Saffery Trust
  • Guernsey, WY FULL_TIME
  • Department: Trust

    Employment Type: Permanent

    Location: Guernsey

    Reporting To: Team Manager

    Description

    This job involves assisting senior staff in dealing with the daily administration of a defined portfolio of clients, in an efficient, accurate and timely manner.

    As part of a structured induction programme and ongoing training, you will learn the general administrative tasks relating to Trust & Company administration, whilst aspiring to achieve a first level, relevant trust qualification.

    You will work in a company that places great emphasis on both career and personal growth, with support to develop your own career path during your time working with us.

    Job Responsibilities

    • Assist, set up and maintain statutory records including minutes of directors and shareholders meetings, trustee resolutions.
    • Complete day to day bookkeeping for companies and trusts up to trial balance.
    • Assist, then with experience and training become competent in liaison with bankers over remittance of money, deposit accounts and investment transactions.
    • Open trust and company bank accounts.
    • Liaise with brokers over investment transactions and settlement instructions.
    • Assist and after training have a working knowledge of the formation of limited companies and setting up of new trusts.
    • Liaise with clients and associates by telephone and written correspondence.
    • Be aware of compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
    • Acquire a good working knowledge of the computer system and post relevant information as required.
    • Ensure proper completion of all aspects under the PlainSail timekeeping system.
    • Ensure that all office and departmental procedures are adhered to.
    • Any other relevant duties as requested by your Manager.

    Profile Required

    • Respond positively and promptly to client demands, providing consistent high quality service.
    • Ensure procedures are followed appropriately so that high quality work is produced.
    • Prioritise effectively in order to meet targets, deadlines and objectives set by managers.
    • Where possible, find solutions to problems prior to approaching manager or colleagues.
    • Review all work before handover to the line manager.
    • Assist other colleagues within the team or another team when they are in need of support.
    • Work on building expertise and attend agreed relevant courses to improve technical knowledge and to undertake and attain a relevant qualification.

    Skills And Requirements

    • Minimum of 5 GSCEs, including Maths and English at C grade or above.
    • No previous experience in the finance industry is required for this role.
    • Competent IT skills and proficient in all Microsoft applications
    • Good communication skills.
    • The ability to develop effective relationships at all levels.
    • Effective organisational and planning skills.
    • Accuracy and attention to detail.
  • 5 Days Ago

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Trust & Company Administrator, Guernsey
  • AP Personnel
  • Guernsey, WY FULL_TIME
  • Our client, a highly regarded, independent fiduciary business is seeking applications from industry professionals for a Trust & Company Administrator position within their busy Guernsey office.In this...
  • 7 Days Ago

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Compliance Administrator, Trust - Guernsey
  • AP Personnel
  • Guernsey, WY FULL_TIME
  • Our client is seeking to appoint a Compliance Administrator.The purpose of this role is to support the compliance function, to assist in meeting the requirements of the regulatory framework, and to pr...
  • 8 Days Ago

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VP, Trust Officer
  • First Western Trust
  • Pinedale, WY FULL_TIME
  • First Western is seeking an VP, Trust Officer to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join ...
  • 5 Days Ago

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VP, Trust Officer
  • First Western Trust
  • Jackson, WY FULL_TIME
  • First Western is seeking an VP, Trust Officer to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join ...
  • 5 Days Ago

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AVP, Trust Officer I
  • First Western Trust
  • Pinedale, WY FULL_TIME
  • First Western is seeking an AVP, Trust Officer I to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to jo...
  • 7 Days Ago

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Trust Administrator
  • The Forge Companies
  • Mooresville, NC
  • Job Summary Are you somebody who learns new processes and structures quickly, but enjoys every day being a little differ...
  • 6/11/2024 12:00:00 AM

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Trust Administrator
  • Country Club Bank
  • Kansas City, MO
  • Administer an existing portfolio of trust, investment management, IRA and other related accounts in conformity with curr...
  • 6/11/2024 12:00:00 AM

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Trust Administrator
  • Russell Tobin
  • San Diego, CA
  • Pride Global/Russell Tobin is currently seeking Trust Administrator to support our client. This is an excellent opportun...
  • 6/10/2024 12:00:00 AM

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Trust Administrator
  • Bowditch & Dewey, LLP
  • Worcester, MA
  • Job Description Job Description Company Overview: Join Bowditch & Dewey as a Trust Administrator in Estate, Financial & ...
  • 6/10/2024 12:00:00 AM

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Director of Trust Administration
  • Old Second National Bank
  • Lombard, IL
  • Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individu...
  • 6/9/2024 12:00:00 AM

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Trust Administrator
  • Sierra Executive Solutions Inc
  • Las Vegas, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las V...
  • 6/8/2024 12:00:00 AM

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Trust Administrator
  • Midland States Bank
  • Tarrytown, NY
  • Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
  • 6/7/2024 12:00:00 AM

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Trust Administrator
  • Midland States Bank
  • Chicago, IL
  • Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
  • 6/7/2024 12:00:00 AM

Wyoming (/waɪˈoʊmɪŋ/ (listen)) is a state in the mountain region of the western United States. The state is the 10th largest by area, the least populous, and the second most sparsely populated state in the country. Wyoming is bordered on the north by Montana, on the east by South Dakota and Nebraska, on the south by Colorado, on the southwest by Utah, and on the west by Idaho and Montana. The state population was estimated at 577,737 in 2018, which is less than 31 of the most populous U.S. cities including Denver in neighboring Colorado. Cheyenne is the state capital and the most populous city...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$59,693 to $76,274

Trust Administrator in Nashville, TN
If you have any questions, you should call the estate attorney who set up the trust for them.
December 03, 2019
Trust Administrator in Cleveland, OH
Becoming the family trust administrator is a big responsibility during a stressful time.
December 25, 2019
Trust Administrator in Shreveport, LA
Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
December 29, 2019