Trust Administrator jobs in York, PA
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)
Recently Added Trust Administrator jobs
Trust Officer
- Raymond James Financial, Inc.
-
York, PA
FULL_TIME
-
Trust Officer-2400397Description
The location for this position we are hiring for is in:NEW JERSEY, NEW YORK or PENNSYLVANIAJob 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 BehaviorsAt 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 ServicesPrimary Location US-New JerseyOther Locations US-Pennsylvania, US-New YorkOrganization Raymond James Trust Company CorpSchedule Full-timeShift Day JobTravel Yes, 20 % of the TimeSalary Range: CO, NY, CA, WA (based on Education, Work Experience, and Geographic Location) 75000-80000Eligible for Discretionary Bonus Yes#LI-TG1 - 24 Days Ago
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
Contracts Administrator
- Aston Carter
-
York, PA
FULL_TIME
- Description: Responsible for administrative functions relating to the interpretation of customer contractual requirements and the dissemination of pertinent information necessary to process the work t...
- 14 Days Ago
Program Administrator
- WellSpan Health Services
-
York, PA
FULL_TIME
- General Summary Formulates and defines project request scope and objectives through research and fact-finding combined with an understanding of applicable business systems and industry requirements. D...
- 15 Days Ago
Contract Administrator
- Kratos Defense
-
Dallastown, PA
FULL_TIME
- Job Description: GENERAL JOB SUMMARY: To negotiate with customers and execute and comply with all stated contractual and regulatory requirements. ESSENTIAL JOB FUNCTIONS: Responsible for contract, sub...
- 18 Days Ago
SharePoint Administrator
- Eastern Lift Truck Co.
-
Abbottstown, PA
FULL_TIME
- Eastern Lift Truck Co. SharePoint Administrator Currently, we are seeking a skilled and experienced SharePoint Administrator to join our dynamic IT team in the Baltimore, MD; York, PA or the Southern ...
- 8 Days Ago
Filters
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Trust Administrator jobs found in York, PA area
Associate Attorney - Estate Administration
- Stouffer Legal
-
Towson, MD
- Job Description Job Description Estate Administration Attorney Job Description: Our firm is seeking a highly motivated a...
- 4/24/2024 12:00:00 AM
Tax Manager
- Smith Elliott Kearns & Company LLC
-
York, PA
- Position Overview: We are seeking an experienced and driven Tax Manager to join our Team at SEK. As a Tax Manager, you w...
- 4/24/2024 12:00:00 AM
Director, International Risk Management
- Capital One
-
York, PA
- West Creek 4 (12074), United States of America, Richmond, Virginia Director, International Risk Management Capital One i...
- 4/24/2024 12:00:00 AM
Life Insurance Consultant
- Barnes Agency
-
Harrisburg, PA
- Job Title: Life Insurance Consultant Company Overview: Join our dynamic and rapidly growing team at the Barnes Family Ag...
- 4/24/2024 12:00:00 AM
Assistant Professor of Law - Commonwealth Law School
- Widener University
-
Harrisburg, PA
- Assistant Professor of Law - Commonwealth Law School Job no: 493119 Work type: Faculty (Tenure track) Location: Harrisbu...
- 4/23/2024 12:00:00 AM
Customer Sales Associate
- Trane Technologies plc
-
Lutherville Timonium, MD
- At Trane TechnologiesTM and through our businesses including Trane and Thermo King, we create innovative climate solutio...
- 4/23/2024 12:00:00 AM
HVAC TB Tradesman (union)
- Johnson Controls
-
New Cumberland, PA
- What you will do: Are you looking to increase your HVAC knowledge and learn firsthand from some of the top HVAC teams? O...
- 4/21/2024 12:00:00 AM
Experienced Attorney - Estate Administration
- Stouffer Legal
-
Towson, MD
- Job Description Job Description Estate Administration Attorney Job Description: Our firm is seeking a highly motivated a...
- 4/20/2024 12:00:00 AM
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 Administrator jobs
$60,478 to $77,280
York, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Trust Administrator do?
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