Trust Administrator jobs in New York

Title:                           SNT Trust Administrator Level I

Department:             Special Needs Trust Department

FLSA Status:           Non-Exempt

Reports to:               Manager – Special Needs Trust Department

Date:                          February 2024

General Summary:

Provide administrative support the Trust Officers on assigned client relationships by assisting clients with inquiries and requests, including disbursements, discretionary actions, tax reporting information, account maintenance and other information.  Assist Trust Officers with new account set up and marshalling of assets and oversight of real estate assets, including insurance and appraisals.  Process client transactional requests for Trust Officers and retrieve and/or create operational reports as needed.

Essential Duties and Job Responsibilities:

1. Assist with the administration of assigned trust accounts as directed by Trust Officer.
2. Collaborate with Trust Officer in annual account reviews of assigned accounts.
3. Prepare trust account disbursements and ensure that proper supporting documentation for the disbursements are stored in the client’s electronic files..
4. Assist Trust Officer with new account openings.
5. Participate in client meetings and new business meetings as requested by Trust Officer 
6. Follow bank policies and procedures in account administration to mitigate risk.
7. Answer telephone and assist with client requests if Trust Officer is not available.
8. Assist Trust Officer with closing accounts.
9. Properly label and store all client related documents in the client’s electronic file.
10. Create/retrieve operational reports as needed.
11. Manage the assembly of real estate packages for purchases of homes for Court Petitions and other information needed for Court Petitions. If bi-lingual, provide translation for Spanish speaking clients as needed. 

OTHER RESPONSIBILITIES

1. Other responsibilities as assigned by Department Manager and Trust Services Director.
2. Completion of the American Banker Association’s Trust Administrator Certificate within 90 days of starting the job.

EDUCATION, CERTIFICATION, EXPERIENCE:

Education:

Required: High School Diploma/GED

Preferred: Associates or BA/BS degree

Experience: 

Required:  Minimum of two to three (2 - 3) years of Trust Administration experience or eight plus (8 ) years of retail banking or financial services experience..

Preferred:  Four (4) or more years of Trust Administration experience.

KNOWLEDGE, SKILLS, ABILITIES:

1. Highly organized and detail oriented
2. Excellent written and oral communications skills
3. Proficient in Microsoft Outlook and Word with a working knowledge of Microsoft Excel
4. Bi-lingual Spanish speaking preferred

WORK ENVIRONMENT:

• Working Conditions: Professional office setting
• Equipment Operations: 

PHYSICAL DEMANDS:

Special Note:

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.  Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.