| Trust Administrator I Job Description |
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| The following is a full job description for Trust Administrator I. Here are the requirements and responsibilities for Trust Administrator I along with statistics. If after reading this page you determine that Trust Administrator I is not the position you are looking for, you may want to try one of these similar titles: Network Administrator I, Trust Administrator III, Trust Administrator II, Trust Officer I, Systems Administrator I, Asset Management Administrator I, Database Administrator I, Benefits Administrator I, Trust Compliance Officer |
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| Requirements and Responsibilities For Trust Administrator I |
| Supports Trust Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment-related transactions. Maintains accurate records and prepares required documentation to ensure compliance with tax and trust-related reporting. Reviews and interprets trust agreements and documents key decisions and rationale. Responds to routine customer inquiries, schedules appointments, and delivers standard account documentation. May require a bachelor's degree. Typically reports to a supervisor. Works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience. |
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| Also referred to as: Trust Administrative Support Assistant I, Trust Customer Support Assistant I |
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| Similar Jobs: Network Administrator I, Trust Administrator III, Trust Administrator II, Trust Officer I, Systems Administrator I, Asset Management Administrator I, Database Administrator I, Benefits Administrator I, Trust Compliance Officer |
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| Level of Education: Trust Administrator I Salaries with No Diploma, Trust Administrator I Salaries with a High School Diploma or Technical Certificate, Trust Administrator I Salaries with an Associate's Degree, Trust Administrator I Salaries with a Bachelor's Degree, Trust Administrator I Salaries with a Master's Degree or MBA, Trust Administrator I Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance | |
