Trust Administrator (Banking)

Location: Villages Wealth - The Villages, Florida, United States

Company

hirify.global provides banking and wealth management services, including trust administration and client account support.

What you will do

• Serve as the administrative contact for trust clients and third-party providers.
• Respond to client inquiries, resolve account issues, and provide timely follow-up.
• Support account opening, closing, document management, administrative reviews, and exception remediation.
• Facilitate checks, wires, ACH payments, and internal fund transfers according to bank policy.
• Monitor cash levels, review transactions for errors, and support complex client relationships.
• Maintain compliance with banking laws, regulations, policies, and procedures, including the Bank Secrecy Act.

Requirements

• High school diploma or GED required; a bachelor's degree in Business, Finance, or Accounting is strongly preferred.
• Four years of related experience, preferably in trust administration, trust compliance, employee benefits, stock transfer, brokerage operations, or financial analysis.
• Basic knowledge of banking and trust administration operations.
• Excellent judgment, analytical skills, ability to work independently, and ability to meet deadlines under stress.
• Proficiency with Microsoft Office applications, including basic Excel and Word skills.
• Ability to travel if required and perform essential physical duties, including moving or carrying approximately 10 pounds when necessary.

Culture & Benefits

• Full-time employment in a wealth management environment.
• Work includes collaboration with Trust Advisors and Relationship Managers while requiring independent judgment.
• Opportunity to support departmental projects and provide backup for other Wealth Management Administrative Assistants.
• Work is governed by applicable federal, state, and local banking and industry regulations.