Trust Administrator I
The Trust Administrator I is an entry-level role responsible for providing administrative and account maintenance support within fiduciary and wealth management services. This position involves executing routine trust tasks, supporting client onboarding, transaction processing, and assisting Trust Relationship Managers and Fiduciary Wealth Advisors while developing foundational knowledge of fiduciary principles and department operations.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Banking / Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
The Trust Administrator I is an entry-level fiduciary support role. You will learn trust administration fundamentals while performing routine account servicing, documentation, reporting, and administrative duties under supervision. This role supports Trust Relationship Managers, Fiduciary Wealth Advisors, and more experienced administrators.
- Provide administrative support to relationship managers, advisors, and other administrators.
- Prepare reports, documents, forms, and routine correspondence.
- Set up and manage assigned administrative tasks and workflow items.
- Maintain accurate recordkeeping, filing, and retention.
- Assist with new account paperwork and required documentation.
- Create account and relationship records in systems such as Cheetah/Orion (or successor systems).
- Process routine account maintenance activities per established procedures.
- Enter transactions, deposits, distributions, transfers, and customer wires with required approvals.
- Set up recurring scheduled transactions and submit Items to Operations for approval.
- Maintain complete transaction records and supporting documentation; escalate exceptions or missing information.
- Respond to routine client requests and assist with basic client portal access/navigation.
- Direct complex or sensitive fiduciary matters to the appropriate relationship manager or senior administrator.
- Participate in training to build fiduciary knowledge and system proficiency.
Key Responsibilities
- Administrative support and document preparation for trust and wealth management operations.
- Account opening, relationship setup, and routine maintenance in custody/trust systems.
- Transaction entry and record maintenance with appropriate approvals.
- Client service for routine inquiries and portal assistance.
- Ongoing learning and development toward broader Trust Administrator responsibilities.
Minimum Qualifications
- High school diploma or equivalent required.
- 0–2 years banking, administrative, or financial services experience preferred.
- Strong organizational skills and attention to detail.
- Good oral and written communication and customer service skills.
- Ability to follow procedures, manage tasks, and meet deadlines.
- Comfortable using personal computer systems and standard office equipment.
Preferred Qualifications
- Associate or bachelor’s degree.
- Experience in banking, financial services, office administration, or client service.
- Familiarity with word processing, spreadsheets, workflow, or financial systems (experience with Cheetah/Orion is a plus).
- Interest in a fiduciary services career and desire for growth.
Success Metrics
- Accuracy of administrative, account maintenance, and transaction tasks.
- Timeliness and completion of assigned work and workflow items.
- Quality and completeness of records and supporting documentation.
- Responsiveness and professionalism in client and internal service.
- Progress in training, system proficiency, and readiness for higher-level Trust Administrator duties.
Schedule & Physical Requirements
- Typical schedule: 8:00 AM – 5:00 PM, Monday–Friday; 40 hours/week.
- Office setting with primarily desk-oriented activity; opportunities to stand and move periodically.
- Frequent repetitive wrist/hand movements; occasional lifting/carrying up to 20 lbs.
Additional Information
- This role may require following other instructions and performing other job-related duties as assigned.
- All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
- Employment is at-will unless otherwise specified by our client.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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