Trust Administrator

Responsible for supporting the Trust Officer in their administration of trust and agency relationships that include various types of trusts, probate, guardianship, investment advisory and custody accounts.

The Trust Administrator assists the trust officer in the completion of a myriad of trust administration requirements to include posting transactions, administrative account reviews, updating transactions, and client communications.

• Assist the Trust Officer in the coordination and execution of fiduciary and administrative services for clients.
• Support the Trust Officer as directed to effectively administer multi-generational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk.
• Provide administrative and clerical support to the Trust Officer in their collaboration with client and the clients' advisors.
• Assist with internal compliance of fiduciary policies and procedures regarding new business, asset acceptance, discretionary actions and other fiduciary and administration functions to include adhering to proper documentation requirements, completion of required identification and background checks, and following submission processes and procedures.
• Ensure all requests are accurate and complete before submission.
• Serve as valued team member and resource for other ATC employees and financial advisors; provide back-up for other Trust Officers and Trust Administrators as needed.