Trust Administrator (Finance)

TL;DR

Trust Administrator (Finance): Providing subject matter expertise and administrative support for collective investment trusts (CITs) within the US retirement market with an accent on stakeholder coordination and regulatory compliance. Focus on managing client data integrity, coordinating with portfolio managers, and remediating regulatory account audits.

Location: Hybrid in Atlanta, Georgia (must spend at least four full days per week in office)

Company

One of the world’s leading independent global investment firms dedicated to delivering a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Serve as a liaison between field, home office distribution, and third parties to resolve product inquiries and coordinate responses.
• Maintain and update stable value queue databases and coordinate client activity with portfolio managers.
• Manage client onboarding, account setup, and data management in collaboration with transfer agents.
• Perform and document regulatory account audits to ensure compliance with ITC Policy Manual and TDB regulations.
• Identify and implement process improvement initiatives to enhance client support processes.
• Coordinate client communications for regulatory fund changes and provide administrative support to the President of ITC.

Requirements

• Bachelor's Degree in Finance, Business, or a related field.
• 3 years of experience in financial or retirement services background.
• Working knowledge of investment products, securities processing, and information systems.
• Excellent verbal and written communication skills.
• Must be based in or able to work from the Atlanta, Georgia office.

Culture & Benefits

• Hybrid work schedule.
• 401(K) matching of 100% up to the first 6% with discretionary supplemental contributions.
• Flexible paid time off.
• Comprehensive health, wellbeing, and parental leave benefits.
• Employee stock purchase plan.