Trust Administrator

Your next opportunity: Be a part of the dynamic trust team that acts as the key contact point for clients to/assist and resolve clients’ issues. We are seeking a dedicated individual who is passionate about delivering exceptional service to our valued clients and exceeding their expectations at every turn. Key Responsibilities: - Trust and Estate Administration: Managing the day-to-day administration of trust portfolios, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and investment management. - Carry out periodic reviews of assigned trust portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements. - Maintaining accurate and updated trust records. Create Viewpoint Master files, set up and uploaded all trust documents into ViewPoint and maintenance of all necessary principal records and trust files. - Acts as a primary point of conta...