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, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

---

Role Overview

Confidential Client is hiring a Trust Administrator to join their Accounting & Finance team. This entry-level, on-site role (Newburgh Heights, OH) supports Trust Officers with day-to-day trust account management, client servicing, and trust operations. This is a great opportunity to develop technical trust-administration skills, work with high-net-worth clients, and grow within a fiduciary services environment.

---

What You’ll Do

• Assist in the setup and maintenance of trust accounts, including document preparation and client communications.
• Support processing of trust transactions, distributions, and investments while adhering to fiduciary standards.
• Respond to client servicing requests to help retain and strengthen client relationships.
• Participate in client meetings, take accurate notes, and follow up on action items.
• Monitor accounts for unusual or suspicious activity and escalate issues as required.
• Contribute to process-improvement initiatives to increase efficiency in trust operations.
• Assist with month-end and year-end financial closing tasks, including account reconciliation and reporting.
• Keep current with trust laws, regulations, and industry best practices to ensure compliance.
• Provide support to Trust Officers and other team members as assigned.

---

What We’re Looking For

Required / Preferred qualifications:

• Bachelor’s degree in finance, accounting, or business preferred but not required.
• At least one year of experience in financial services or trust administration preferred.
• Strong attention to detail, analytical ability, and problem-solving skills.
• Excellent written and verbal communication; able to simplify complex concepts for clients.
• Effective time-management and prioritization skills.
• Experience or comfort working with high-net-worth individuals and families is a plus.
• Sensitivity to family dynamics and experience using empathetic conflict resolution.
• Proficiency with trust accounting or document management software and Microsoft Office.
• History of face-to-face customer interaction and ability to work in a deadline-driven environment.
• Previous supervisory or leadership experience is a plus.

---

Compensation & Benefits

• Targeted salary range: $55,000 - $65,000 per year.
• Health, dental, vision, and Health Savings Account (HSA) options.
• 401(k) retirement plan with employer match.
• Paid Time Off (vacation, sick time) and paid holidays.
• Monthly parking assistance, parental leave, bereavement leave.
• Performance-based annual bonus eligibility.
• Professional development support and continuing-education opportunities.
• Volunteer opportunities and a team-oriented workplace.
• Employment contingent upon successful background check and drug screening.

---

Work Location & Legal Notes

This position requires on-site work in Newburgh Heights, OH. Careertakes and our client comply with all applicable federal, state, and local employment laws. Reasonable accommodations are available for applicants with disabilities in accordance with applicable law.

---

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.