Trust Administration Assistant jobs in York, PA

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

Recently Added Trust Administration Assistant jobs

R
Trust Officer
  • Raymond James Financial, Inc.
  • York, PA FULL_TIME
  • Trust Officer-2400397

    Description

    The location for this position we are hiring for is in:
    NEW JERSEY, NEW YORK or PENNSYLVANIA
    Job Summary:

    Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs.

    Essential Duties and Responsibilities:

    • Administers trusts in accordance with statutes and regulations.
    • Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and other relevant parties.
    • Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
    • Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process.
    • Participates as a voting member of the Administrative Committee.
    • Exercises discretionary personal trust administrative authority as may be allowed by the Policies and Procedures.
    • Assists New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls and seminar events.
    • Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics.
    • May lead the work of others; coaches and mentors less experienced staff.
    • Develops and maintains strong relationships across all levels of the organization.
    • Reviews progress of assignments with executive leadership/management.
    • Performs other duties and responsibilities as assigned.


    Qualifications

    Knowledge, Skills, and Abilities    :

    Knowledge of    :

    • Basic supervisory principals.
    • Trust Code of Florida or other applicable states.
    • Finance and Accounting.
    • Basic concepts, practices and procedures of income tax planning and preparation process.
    • Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer personal trusts
    • Fundamental investment concepts, practices and procedures used in the securities industry.
    • Principles of banking and finance and securities industry operations.
    • Financial markets, products, financial advisory function and investment process.

    Skill in    :

    • Personal trust administration.
    • Strong interpersonal and leadership skills to provide a high level of customer service.
    • Cultivating and maintaining effective working relationships at all levels of the organization.
    • Excellent public presentation skills.
    • Outstanding oral and written communication skills.
    • Demonstrate uncompromising adherence to ethical principles.
    • Operating standard office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.

    Ability to    :

    • Function in a professional office environment.
    • Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
    • Provide efficient service to internal and external clients.
    • Identify training needs and coach/ mentor more junior staff.
    • Partner with other functional areas to accomplish objectives.
    • Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
    • Attend to detail while maintaining a big picture orientation.
    • Gather information, identify linkages and trends and apply findings to assignments.
    • Interpret and apply policies and identify and recommend changes as appropriate.
    • Work independently, make non-routine decisions and resolve complex problems.
    • Communicate effectively, both orally and in writing, with all organizational levels.
    • Establish and maintain effective working relationships at all levels of the organization, including negotiation resources.

    Educational/Previous Experience Requirements:

    • Bachelor’s Degree (B.A) and a minimum of four (4) years of personal trust administration experience
    ~or~
    • Any equivalent combination of experience, education, and/or training approved by Human Resources.

    Licenses/Certifications    :

    • None Required.

    Raymond James Guiding Behaviors
    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

    We expect our associates at all levels to:
    • Grow professionally and inspire others to do the same
    • Work with and through others to achieve desired outcomes
    • Make prompt, pragmatic choices and act with the client in mind
    • Take ownership and hold themselves and others accountable for delivering results that matter
    • Contribute to the continuous evolution of the firm
    At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    Job Trust Services
    Primary Location US-New Jersey
    Other Locations US-Pennsylvania, US-New York
    Organization Raymond James Trust Company Corp
    Schedule Full-time
    Shift Day Job
    Travel Yes, 20 % of the Time

    Salary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location) 75000-80000
    Eligible for Discretionary Bonus Yes
    #LI-TG1
  • 19 Days Ago
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A
Trust Investment Specialist
  • ACNB BANK
  • Gettysburg, PA FULL_TIME
  • Come join our team!!!!Founded in 1857 we are a highly successful community bank where collaboration and teamwork are key values and where we like to say “we don't just offer jobs, we offer careers!” O...
  • 1 Month Ago
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C
Administration-Receptionist (Part Time)
  • Covenant Insurance Group, Inc
  • York, PA PART_TIME
  • Job DescriptionCovenant Insurance is a place where relationship with each other, clients, and carriers is top importance! We are committed to providing exceptional service to our clients by creating a...
  • Just Posted
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P
Customer Service, Receptionist & Administration
  • Pilot Medical Solutions,
  • York, PA FULL_TIME
  • Join a positive working environment with the opportunity to grow with the company.Are you looking for something different? Do you have great people skills? Are you good with computers?If you said "YES...
  • 6 Days Ago
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V
Registered Nurse - Outpatient Mental Health
  • Veterans Health Administration
  • York, PA FULL_TIME
  • This position is located at the York County VA Community Clinic in York, PA.
  • 3 Days Ago
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S
Assistant Manager
  • Soar Restaurants
  • Hanover, PA FULL_TIME
  • Position: Assistant ManagerImmediate Supervisor: General Manager/Operating PartnerStatus: NonexemptPosition Summary: This position assists with the leading and managing of the drive-in’s operations an...
  • 9 Days Ago
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0 Trust Administration Assistant jobs found in York, PA area

About York, Pennsylvania

York (Pennsylvania German: Yarrick), known as the White Rose City (after the symbol of the House of York), is the county seat of York County, Pennsylvania, United States, located in the south-central region of the state. The population within York's city limits was 43,718 at the 2010 census, a 7.0% increase from the 2000 count of 40,862. When combined with the adjacent boroughs of West York and North York and surrounding Spring Garden, West Manchester, and Springettsbury townships, the population of Greater York was 108,386. York is the 11th largest city in Pennsylvania....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$45,051 to $57,428
York, Pennsylvania area prices
were up 1.5% from a year ago
View detail

What does a Trust Administration Assistant do?

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020