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Create a Resume in Minutes. Experience Experience. New York, NY. CT Senior Trust Administrator. Dallas, TX. CT Trust Administrator. This includes correct calculation of interest accruals, interest rate and factor resets in accordance with a signed checklist for Client services review. Chicago, IL.
Trust Administrator. Perform daily checking of investment restrictions and other related checking on the investment of unit trusts Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients Oversee work performed by various Private Banking operational groups to ensure the smooth operation of the trust and estate accounts Opens and routes incoming mail, answers correspondence, provides telephone client service, and assists in maintaining office supplies Assist Trust Officers in ensuring all branch related risk management activities are complied with and completed according to policy and procedures Provide assistance with report preparation for generating client presentaions Works with other Administrators to include those in the ILIT group in order to provide service to the customer.
Education Education. University of North Texas. Skills Skills. Strong oral and written communication skills. Strong client, professional and public contact skills Knowledge and understanding of fiduciary liability issues. Ability to develop and obtain new account relationships for WMG Basic keyboarding skills and knowledge of related software Basic knowledge of Trust Accounting principles Working knowledge of the charitable community Ability to solve problems quickly and effectively, within the framework of existing standards and the internal and external context Ability to quickly learn and utilize unfamiliar software and operating systems Detailed knowledge of accounting and securities administration sufficient to complete documentation and to communicate effectively with other departments Basic knowledge of computer applications Word, Excel, Global Plus and Optimizer Good analytical and problem solving skills, including attention to detail.
Read our complete resume writing guides. Interpret the governing instrument and applicable law in order to establish account records, including payment and fee schedules. Submit memoranda to Trust and Investment Committee for approval. Communicate decision to client and follow-up with the request as necessary Oversee work performed by various Private Banking operational groups to ensure the smooth operation of the trust and estate accounts Communicate with portfolio managers regarding investment objectives and liquidity needs Handle departmental projects relating to accounts and special assets.
Participate on various committees as needed Responsibilities in the administration of estates: - Identify, collect and secure decedent's tangible and intangible assets. Assist in coordinating appraisals of personal property with auction houses and estate liquidators. Arrange for estate tax valuations. Notify beneficiaries of provisions of Will, determine beneficiaries' preferences with regard to the form of distributions, satisfy specific bequests and establish testamentary trusts.
Organize estate records and valuations for use by Counsel in preparation of death tax returns. Review death tax returns upon completion. Gather information requested by I. Coordinate with Counsel in regard to preparation of an accounting, Receipt and Releases or court filings for judicial settlement; Coordinate final distributions and closure of account Responsibilities in the settlement of trusts: Coordinate flow of work relative to terminating accounts with internal departments.
Write to remaindermen, executors and trust counsel outlining trust dispositive provisions and termination procedures for distribution of assets. Determine type of distribution and method of accounting with counsel and remaindermen. Services all assigned accounts including analyzing agreements, procuring proper account documentation, insuring compliance, monitoring operations output and effecting distributions and other account-related transactions Keeps current on applicable fiduciary and tax laws through attending seminars and courses in order to deliver thorough and authoritative solutions to clients years of experience with investment concepts Knowledge of trust systems including SEI, CSS, imaging tools and other applications BA or equivalent work experience required.
Ascertain and clarify work requests, objectives and expectations and seek guidance as necessary in order to effectively complete the task Thinking of solutions and looking at innovative ways to streamline activities and improve efficiency in order to meet or exceed productivity levels Time input management Ensure work is prioritised accordingly in order that service timelines are met and goals for the unit are achieved; raising any concerns as they arise Producing work of an accurate and high standard of professional quality To undertake training as requirements and to raise awareness of any knowledge gaps and to address those with the support of the Manager To at all times, act in accordance with the terms of the governing document e.
Responsible for gathering and reviewing initial data, documents, and other information provided by the client. Oversee client relationships on a day to day basis Thorough understanding of clients' objectives, identify and provide alternatives, and effectively communicate the potential impact to decision makers Working knowledge of effective sales techniques Knowledge and general understanding of the trust industry Experience in the investment, ERISA and custody industry a plus Develop strong internal and external relationships with existing and new centers-of- influence Ability to communicate to a diverse group on complicated issues and topics Perform duties in compliance with Corporate Policies and Procedures and all applicable external regulations.
Bachelor degree with at least 2 years in the financial services industry or Corporate Trust experience Ability to quickly identify and escalate problems Possess strong decision-making and organizational skills Take initiatives and to communicate effectively with Client Service Managers, Workflow Specialists, Team Leaders, internal shared service partners and with internal and external clients Proficient in the Microsoft suite of applications Word, Excel, etc.
Ability to develop and obtain new account relationships for WMG Ability to handle change well. Standard PC and associated software skills. Ability to learn various bank computer systems Minimum of five years trust experience. S 2 years or above in the financial services industry or Corporate Trust experience. Be the subject matter expert for one or more processes Assigned complex relationship and accounts requiring special handling Assist Client Service Managers with monthly report preparation, new deal closings, effective dates, interest payment dates, and other special events and projects Daily cash reconciliation The Senior Trust Administrator should have strong written and oral communication skills.
Ability to learn and apply laws of other states Illinois, Wisconsin, Indiana, Florida and Arizona Review and interpret governing instruments e. Able to work well with other professionals within the organization, typically Trust Counsel, the field Trust Administrator, Portfolio Manager, Wealth Advisor, Trust Tax and Trust Real Estate and Special Assets Provide regular communications internally with members of the bank team and externally with beneficiaries, co-fiduciaries, attorneys and accountants Obtain date of death, or alternate asset values for accounts, as applicable Make timely distributions, cash or in-kind, to beneficiaries in accordance with BMO Harris Bank N.
Experience applying local laws of multiple jurisdictions preferred Strong knowledge of financial services industry and wealth management products Ability to work as part of a team of professionals Demonstrate strong work ethic, positive attitude and ability to work with others, which reflect the values of BMO Harris Bank, N. Ability to read and understand the terms of a Trust, Will and Power of Attorney for Property Detailed knowledge of accounting and securities administration sufficient to complete documentation and to communicate effectively with other departments Must enroll in and successfully complete the Canadian Securities Course CSC and the Level One Trust Program offered by CSI applicable to Level 4 Trust Administrator Good oral and written communication skills sufficient to communicate effectively with clients and other outside business contacts Basic keyboarding skills and knowledge of related software Well-developed organizational skills, particularly the ability to prioritize.
Coordinates with Trust Officers Officer and Senior Trust Special Asset Advisors SAA the opening of deferred exchange and escrow accounts, provides requisite third party information, and prepares account reviews in accordance with bank policy and any applicable laws and regulations Ensures special assets are listed as account holdings and appropriately valued and categorized, provides requisite documentation to trust operations for vault retention, retains and updates applicable computer records, provides and distributes tracking reports, and prepares Special Asset Forms for inclusion as permanent record with annual account reviews Maintains spreadsheets for discretionary spending account allowances in conformance with court orders and assists in annual or special court reporting.
Establishes and monitors special asset related scheduled disbursements Provides deferred exchange and escrow account files and special asset information as requested for audits and exams Attends monthly special asset team meetings for reviewing assets, process improvement, and team building Opens and routes incoming mail, answers correspondence, provides telephone client service, and assists in maintaining office supplies Other duties will be assigned Provide sound fiduciary judgement and administration for all aspects of the account termination process, and execute administrative reviews with a focus on compliance and risk mitigation Maintains compliance with all internal policies and procedures as well as with regulatory and legal requirements Maintains a high level of understanding of current trends and changes in trusts, estates, tax, and fiduciary law Bachelor's degree or in lieu of degree 4 years work experience Strong analytical ability Excellent communication and customer relation skills.
Relationship management including the on-going servicing and retention of institutional client relationships Advise institutional clients and their auditors on tax and compliance matters relevant to respective state law Directs all activities related to the account, including third party investment managers and appropriate tax and regulatory reporting ensuring quality and accuracy of activity Proactively communicates with client and third party service providers to ensure a high level of customers satisfaction and to achieve account objectives Ensures account is in compliance with legal and regulatory requirement relating to governing documents.
Identifies and resolves quality issues Five to seven years of financial services experience involving administration of foundations, endowments, or qualified and non-qualified employee benefit plans Demonstrates knowledge of state and federal regulations related to trust administration, including charitable trust or qualified and non-qualified employee benefit plans.
Assists relationship managers with the administration of their assigned book of business providing quality service and efficient, accurate, and timely account administration Reactively and where required, proactively, maintains timely written, verbal, and electronic communication with the relationship managers and external contacts, where required Keeps informed about general investment procedures and philosophies Proficient use of all software and internal technology Assists relationship managers in ensuring all trust administration is carried out in accordance with the terms of governing documents, relevant legislation, client needs, company policy, and department objectives Understands the ATS service standards and the need for operational consistency, continuous improvement and high quality client service Makes effective use of all central support groups CMS Operations Group, Central Support Group, Income Tax, etc.
Strong leader. Great at analyzing, developing and modifying management systems. Always seeking further education in my professional life. Dispersing money to beneficiaries of the trust. Settling any outstanding debts, incoming and outgoing.
Coordinating legal, tax, and funeral related services. Clearing the decedents domicile in preparation for sale. Prospect , IL Executing and managing large department resets, as a 3rd party, in major hardware stores across the united states. Ensuring planogram integrity. Customizing planograms to work for store needs. Coordinating long distance travel and sleeping arrangements for my reset team.
Documenting the results of every reset with pictures and a checklist that requires a signature from store management. Small batch AQL on parts periodically throughout the day, using a micrometer and caliper.
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