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14 часов назад

Trust Administrator

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Trust Administrator (Banking/Wealth Management): Providing administrative and operational support for trust accounts, client relationships, account transactions, and money transfers with an accent on client service, account administration, and regulatory compliance. Focus on resolving client issues, reviewing transactions and cash levels, facilitating checks, wires, and ACH transfers, and maintaining accurate account records.

Location: St. Petersburg Wealth - St. Petersburg, FL, United States

Company

hirify.global operates in banking and wealth management.

What you will do

  • Provide administrative and operational support to assigned Trust Relationship Managers and Advisors.
  • Serve as the primary administrative contact for clients and third-party providers.
  • Respond to client calls, resolve account inquiries, and coordinate follow-up on complex issues.
  • Support account opening, closing, document management, administrative reviews, and exception remediation.
  • Facilitate checks, wires, ACH, and internal transfers while monitoring cash levels and transaction postings.
  • Analyze trust and financial information, support departmental projects, and follow banking compliance requirements.

Requirements

  • High school diploma or GED required; a bachelor's degree in Business, Finance, or Accounting is strongly preferred.
  • At least 2 years of administrative support experience, preferably in trust administration, trust compliance, employee benefits, stock transfer, brokerage operations, or financial analysis.
  • Excellent judgment, analytical skills, and the ability to work under stress and meet deadlines.
  • Basic knowledge of banking and trust administration operations is preferred.
  • Proficiency with Microsoft Office applications, including basic Excel and Word skills.
  • Ability to travel and perform the required physical and operational duties when necessary.

Culture & Benefits

  • Full-time position within Wealth Management.
  • Work is governed by applicable federal, state, and local banking and industry regulations.
  • Responsibilities include compliance with internal policies and procedures and the Bank Secrecy Act.
  • No supervisory responsibilities.

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