Trust Administrator jobs in Albany, NY

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

T
Financial Services Trust Administrator
  • Trustco Bank
  • Albany, NY FULL_TIME
  • EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.


    Job Title:
    Trust Administrator

    Reports to: Financial Services Assistant Vice President

    FLSA Status: Non-Exempt

    Salary Grade: NE18

    Supervisory Responsibility: No

    SUMMARY:

    The Trust Administrator is responsible for maintaining and developing client accounts. Administers an account load for a group of Financial Service clients. Performs according to the Bank’s core values to ensure optimum customer experience.


    ESSENTIAL DUTIES AND RESPONSIBILITIES
    include the following. Other duties may be assigned by the supervisor and/or Trustco Bank’s Board of Directors.

    • Maintains ongoing communication with assigned clients via telephone, email, and mail correspondence.
    • Responds to account inquires regarding statements, fees, income levels and cash needs.
    • Ensures compliance with regulations and Bank policies and procedures as they pertain to financial services activities.
    • Processes bills, evaluates cash balances, estimates taxes, and works with investment managers to raise capital for assigned client load.
    • Schedules client meetings to review account performance, answer questions, and update client information.
    • Processes account maintenance for all assigned clients.

    REQUIRED EDUCATION/EXPERIENCE:

    • A bachelor’s degree in accounting or finance or equivalent level of education and experience.
    • Effective verbal and written communication skills.
    • Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.
    • Ability to work well independently and in groups.
    • Working knowledge with Microsoft Office Programs; Excel and Word.

    PREFERRED EDUCATION/EXPERIENCE:

    • Master’s degree in business related field.

    POSITION TYPE/EXPECTED HOURS:

    This is a full-time position. Office hours Monday – Friday 8:30am – 5:00pm. Evening and weekend work may be required as job duties demand.

    TRAVEL:

    Travel using personal vehicle, occasional overnight travel. Valid driver’s license required.

    LANGUAGE SKILLS:

    Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.

    PHYSICAL DEMANDS:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    This is largely sedentary role, requiring use of typical office equipment such as a computer, laptop and phone. Ability to communicate both in person and/or by telephone.

    WORK ENVIRONMENT:

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office / retail environment.

    OTHER DUTIES:

    Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


    AFFIRMATIVE ACTION PLAN/EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

    Trustco Bank is an equal opportunity/affirmative action employer. It is the policy of Trustco Bank to take affirmative action in affording equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.

    This includes, but is not limited to, the following:

    • Hiring, placement, upgrading, transfer, demotion or promotion
    • Recruitment, advertising or solicitation for employment
    • Treatment during employment
    • Rates of pay or other forms of compensation
    • Selection for training, including apprenticeship
    • Layoff or termination

    It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.

  • 6 Days Ago

D
Trust and Estate accountant
  • Donna Cornell Enterprises, Inc.
  • Hudson, NY FULL_TIME
  • Award winning regional CPA firm in the Hudson Valley has an opening for a Trust & Estates Accountant. Responsibilities Prepare and review estate and trust fiduciary accountings Prepare and review rela...
  • 9 Days Ago

C
Summer Employment 2024
  • Chemung Canal Trust Com
  • Albany, NY FULL_TIME
  • Chemung Canal Trust Company is proud to be celebrating over 190 years of servicing the financial needs of both businesses and individuals in 13 counties in New York, including the Albany region as Cap...
  • Just Posted

N
Senior Project Manager
  • New York Housing Trust Fund
  • Albany, NY FULL_TIME
  • New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New Y...
  • 10 Days Ago

N
Section 8 Help Desk Specialist
  • New York Housing Trust Fund
  • Albany, NY FULL_TIME
  • New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New Y...
  • 11 Days Ago

N
Project Manager
  • New York Housing Trust Fund
  • Albany, NY FULL_TIME
  • New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New Y...
  • 14 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Trust Administrator jobs found in Albany, NY area

C
Waterway Structures Project Manager
  • Colliers Engineering & Design
  • Albany, NY
  • Overview: At Bergmann, an affiliate of Colliers Engineering & Design, our architects, engineers and planners have been p...
  • 3/28/2024 12:00:00 AM

A
Mid Market Account Executive
  • ADP
  • Albany, NY
  • ADP is hiring a Sales Representative, Major Accounts. · Are you restless, revved up and ready to get things done? · Does...
  • 3/27/2024 12:00:00 AM

T
Financial Services Trust Administrator
  • Trustco
  • Albany, NY
  • EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for ...
  • 3/27/2024 12:00:00 AM

T
Financial Services Administrative Assistant
  • Trustco
  • Albany, NY
  • EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for ...
  • 3/27/2024 12:00:00 AM

F
MAC - Makeup Artist - Albany
  • Farmers Trading Company
  • Albany, NY
  • We are the Department Store that has it all, with 60 stores nationwide we are one of New Zealand's largest retail networ...
  • 3/27/2024 12:00:00 AM

T
Assistant Branch Manager - Loudon Plaza Branch, NY
  • Trustco
  • Albany, NY
  • Job Title: Assistant Branch Manager Reports to: Branch Manager FLSA Status: Non-Exempt Salary Grade: NE13 Supervisory Re...
  • 3/27/2024 12:00:00 AM

T
Assistant Branch Manager - Wolf Road Branch, NY
  • Trustco
  • Albany, NY
  • Job Title: Assistant Branch Manager Reports to: Branch Manager FLSA Status: Non-Exempt Salary Grade: NE13 Supervisory Re...
  • 3/27/2024 12:00:00 AM

C
Distinguished Engineer - Solutions Architect
  • Capital One
  • Albany, NY
  • Center 3 (19075), United States of America, McLean, Virginia Distinguished Engineer - Solutions Architect Distinguished ...
  • 3/26/2024 12:00:00 AM

Albany (/ˈɔːlbəni/ (listen) ALL-bə-nee) is the capital of the U.S. state of New York and the seat of Albany County. Albany is located on the west bank of the Hudson River approximately 10 miles (16 km) south of its confluence with the Mohawk River and approximately 135 miles (220 km) north of New York City. Albany is known for its rich history, commerce, culture, architecture, and institutions of higher education. Albany constitutes the economic and cultural core of the Capital District of New York State, which comprises the Albany–Schenectady–Troy, NY Metropolitan Statistical Area, including ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$62,861 to $80,319
Albany, New York area prices
were up 1.5% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020